Beth Mayles

Administrator

Focus:

I provide administration support to all the advisers. My main areas of focus are processing all new applications, placing the initial trades on these new investments, as well as rebalancing the asset allocations when necessary, ensuring these are transacted in an accurate and timely manner. I also assist with the preparation of clients’ annual reviews; as well as administering group scheme renewals.

My background is in SIPP administration and I am looking to expand my knowledge. I am continuing to study, with the eventual outcome of achieving a Diploma in Financial Planning.

 

Time with us:

Since June 2016

Interests:

Health and fitness, spending time with family and friends, going to the cinema and cooking.

Qualifications:

CII Certificate in Financial Services