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. Because of that, it’s important that I give them a great first impression and a strong idea of what their relationship with Frenkel Topping will be like going forwards.
It’s much more than just writing letters and putting numbers on the books; it’s helping to forge a relationship that could very well last the client’s lifetime.
The world of financial advice is still very new to me. I came to Frenkel Topping with some experience as a motor insurance consultant, a degree in English and a host of customer service and communication skill.
I’m a glutton for knowledge though and I’ve already learned a great deal about this new world in the short time I’ve been here. I’ll be an expert before you know it and I can’t wait.
My partner and I are both creatively-minded people and when I’m not helping her out with her illustration projects, I’m usually working on things myself. This includes anything from creative writing to home movies or programming my own video games. I also like to read comics and play games as well as keep in contact with all of my friends over Skype and social media.
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.