Biography:

I am Susie Foottit’s Client Relationship Manager and main point of contact. My priority is our clients. I pride myself on providing a friendly, efficient and professional service. Many financial services firms can offer a good service but our ethos is to provide even better and all our clients are as important as each other. I am responsible for overseeing all business transactions, ensuring compliance requirements are met right through to financial reconcilliation. As an experienced all-rounder, I am involved with most aspects from meeting clients to providing ongoing servicing. Although not full time, I can always be contacted on my mobile as my three wonderful sons keep me very busy.

My financial services career began with Sun Alliance at 17 and after being headhunted at 19, joined my 1st brokerage and poached again at 21, by Anthony Winner a chartered accountant & independent financial adviser. Although I took a career break to have my family, it is a pleasure to still be involved with what began then in 1991, Antony’s ambition, which eventually came to fruition in 1999. To create an elite group of financial advisers – Helm Godfrey Partners Ltd.