While this is the case Andy takes most pride in trying to make complicated solutions simple and leaving clients in the most informed position – most clients do not want to discuss technical jargon and so Andy sees clear communication as the key.
Claire is well known for her friendly, open and approachable manner and always tries to communicate clearly and without jargon. Her aim is to provide a professional, bespoke, personal, quality service to all. Claire specialises in pre and post retirement, putting a plan together to ensure clients can maintain their lifestyle in and throughout retirement.
The rest of the weekend is usually spent trying to persuade her daughter to do anything but shopping.
Her idea of relaxing is spending an afternoon cooking and a houseful of hungry friends and family in the evening .
Gill is currently in charge of all Administration and Compliance at Heritage, with her main aim being to ensure that everything runs smoothly and efficiently. Her ethos is that all clients should be provided with excellent customer care and a personal service that is second to none.
However, Gill is currently in training to complete the 3 peaks challenge in August so watch this space.
Alison is currently in a paraplanning and investment analyst role, also having a degree in English means her reports are some of the most grammatically correct in the industry!
This has given him certain skills and qualities such as working Microsoft technology and understanding parts of the business world, he is now focusing more on understanding financial services.