Elspeth Bedford
Client Service Assistant
Focus:
I provide administrative support to Michael Freedman and Kate Martin, ensuring they have everything required to deliver an efficient and professional service to clients. This includes producing valuation, risk profile and cashflow reports, MindMaps, and preparation for client meetings.
Time with us:
Since 1999
Time in the industry:
Since 1986
Passion:
I like things to be well presented, meaningful, accurate and orderly. I also enjoy going the extra distance to provide clear and understandable information that means so much to our clients.
Interests:
Spending time with my family, friends and cat. Also skiing, gardening, swimming and cycling.
Qualifications:
Certificate in Financial Planning – Investment and Risk Module
Certificate in Financial Administration (Life)
Certificate in Financial Administration (Pensions)
Certificate in Life & Pensions
Contact:
ku.oc.htlaewhpbnull@drofdeb.htepsle
01582 461122