Having worked at Frenkel Topping for 10 years, I’ve been heavily involved in many areas of the business. I started my FT journey as a paraplanner, supporting the Independent Financial Advisers and consultants, before becoming an authorised Financial Consultant. I am now responsible for all new enquiries and first stage client and professional interactions that come into our business.
I am incredibly proud to have been involved in the very first pension loss reports provided by Frenkel Topping as well as being involved in the creation of the Periodical Payment Report in its current form.
This has provided me with a unique insight into the litigation process as well as the post settlement issues facing our clients. I can also assess all areas where we may be able to assist a client from Welfare Benefits advice through to the investment of their award on settlement, adding value to our clients from day one.
I am mum to a superhero-obsessed five year old and can often be found dressed as the Pink Power Ranger!
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.