I supervise a team of four fabulous colleagues in the Client Servicing Team. Between us we distribute work throughout the day to support our clients and liaise with accountants, solicitors, professional deputies, lay deputies, trustees.
We work closely with everyone in the company which makes it such an inspiring and supportive place to be. No one day is the same!
I value my free time with my wonderful family, my two girls, my house, garden and car.
It’s always been a dream of mine to drive both versions of Knight Rider car!
I have a finance background and I enjoy working in this industry. I always strive to do my best in any situation so it’s just easier to achieve my best in an industry I genuinely enjoy working in.
Business Development Consultant
I was born & bred in Staffordshire. After graduating from the University of Birmingham in International Studies in 1981, I moved to Oxford, with a scholarship, to train in mental rehabilitation & Social Welfare with the Richmond Fellowship.
I supervise a team of four fabulous colleagues in the Client Servicing Team, distributing work throughout the day to support our clients and liaise with our experts
As a technical assistant, I do everything I can to assist our clients and my colleagues in any way possible. More often than not, I’ll be among the first people the client speaks to, besides their consultant.
Financial Services Administrator
I enjoy working with like-minded people who enjoy helping our clients and ensuring things run as smoothly as possible for them
Valuations Administrator, Accounts Assistant & IT Assistant
I provide valuations to our clients on a regular basis and deal with any queries or issues that arise as a result. I provide IT support to the Frenkel Topping team and I am part of the accounts team at Frenkel Topping.
I started my FT journey as a paraplanner, supporting the Independent Financial Advisers and consultants, before becoming an authorised Financial Consultant.
My role at Frenkel Topping consists of writing reports, processing pensions, investments, cash accounts and ISAs.
Senior Investment Administrator
I have worked at Frenkel Topping since 1999 and so has experience of working within several departments within the firm, which has helped him gather a knowledge for most areas of the business.
As an IFA Frenkel Topping has a strong focus on the analysis and implementation of a best of breed investment solution via the Fusion Wealth platform.