Client Relationship Manager
“Supporting clients by making sure all the administrative details are well taken care of and run smoothly is really satisfying for me. And every day is different.”
- Jackie joined Wealth Matters in April 2019
- She provides client administrative support across the team
- With over 30 years’ experience working in financial services including both smaller IFAs and national firms, Jackie is a great addition to our team
- With many grandchildren to keep her busy at the weekend she tells us coming to work is restful!
Telephone: 01582 720511