Meet Kellie

At work

I take care of all post meeting and new business actions which include any new investments, top-ups, and fund switches. Completing application forms, updating back office systems and keeping clients updated.

I also answer client calls and respond to emails, assist in booking meetings and completing the preparations for meetings.

At home

Outside of work I do a lot of walking, with my children and our crazy cocker spaniel and our friends. We have lots of countryside adventures

Likes

Walking
Hot holidays
The countryside
Chocolate

Dislikes

The cold
Mess
Being late
Spiders

Get to know

Kellie

On an ideal weekend, you can find me:

Somewhere in the countryside walking with my friend, our young children and lots of crazy cocker spaniels.

My favourite holiday destination is:

Disney World.

My favourite song to play in the car is:

Anything 90’s.

The first album I bought was:

Spice Girls (cringe!).

If I could be any fictional character, I would be:

Hermione Granger.

My pet peeve is:

People being late.

The best gift I’ve ever received is:

My car.

The three people at my dream dinner party would be:

David Attenborough – that is all because he’s the only one that would get my attention.

The three small things that make my day better are:

A cup of tea, a cuddle from my children, the sun.

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