Client Relationship Manager for Susie Foottit
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 at 19 I joined my 1st brokerage. At 21, I was employed 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, Anthony’s ambition, which eventually came to fruition in 1999. To create an elite group of financial advisers – Helm Godfrey Partners Ltd.