Financial Planning Administrator
Naomi joined the team in Spring 2019, bringing with her a wealth of administrative knowledge and experience.
Much of her time is spent talking with existing clients and strengthening relationships, part of which is arranging and preparing periodic review meetings. Having taken to the role like a duck to water, she now aims to obtain paraplanning qualifications.
Many who meet or speak with Naomi, soon discover her love of horses. Outside of work she is a qualified riding instructor and passionate dressage rider, having competed successfully at both regional and national levels on her self-trained horses.