Kirstine Beckley

Administrator

Focus:

I have provided administration support to Simon Brown for more than 20 years. My area of focus is producing the valuation reports for Simon and Rachel Jones ensuring that these are produced in an accurate and timely manner to enable them to deliver an efficient and professional service to our clients. I also place the trades for the rebalancing of clients’ asset allocation which I enjoy as it requires attention to detail and following strict procedures.

Time with us:

Since 1990

Passions:

I love to be organised and accurate by following business processes. I pride myself in being helpful and supportive to Simon and the rest of the team.

Interests:

Spending time with my family, reading, walking and looking after our smallholding in Wales.

Qualifications:

Certificate in Financial Administration (Life)

Certificate in Financial Administration (Pensions)

CII Certificate in Financial Services

Contact:

kirstine.beckley@nullbphwealth.co.uk

01582 461122