Rachel is David's Personal Assistant and has worked for David since 1998. Rachel is the first point of contact if David is unavailable and provides client servicing support for all aspects of the business as well as dealing with new business submission, client queries and co-ordinating David's diary.
James joined us in March 2016 and is responsible for creating and updating client Asset Allocation Reports which David uses to provide an in-depth analysis of client requirements. He also works with Rachel & Sarah on the general servicing of clients' needs and requirements.
James is currently studying for his Diploma in Financial Planning.
Sarah joined David's team in January 2017 and provides administration support across all aspects of the Practice, including business submission and client queries.
Richard has worked with David since 2000 and helps Rachel to co-ordinate David's diary and also assists with client events.