Client Support Solutions was established in 2023 to provide bespoke administration and business support to financial advisers.
With over 20 years of experience in financial planning, my journey from cashier to business owner has been fun. Starting out as a building society cashier and moving up the career ladder to attaining my CeMap qualification, and then completing my Certificate and Diploma in regulated financial planning, it feels like all the hard work has paid off.
My experience in valuations, processing advice, client calls, letter of authority, general servicing, as well as team leadership, training, and operational roles has equipped me with the necessary skills to establish Client Support Solutions.
My ethos of trust and confidence is extremley important to me and is reflected in the way I will work with you and run my business. With my extensive experience, qualifications and strong work ethic, you can trust that your client support is in good hands.
Copyright © 2023 Client Support Solutions Limited - All Rights Reserved. Registered in England and Wales, No 15316713.
Client Support Solutions Limited are not authorised by the Financial Conduct Authority, and are therefore not regulated to provide financial advice.