Beth, with over 13 years of financial sector experience, excels in supporting financial planners, building strong relationships, and streamlining processes, while leveraging her ILM Leadership and Management qualifications to enhance team success and client service.
With over 13 years of experience in the financial sector, Beth has held a variety of roles across life and pensions businesses, gaining valuable expertise in supporting financial planners and delivering seamless client service. Throughout her career, Beth has been dedicated to building strong relationships, streamlining processes, and providing exceptional support. Her commitment to professional growth includes completing the ILM Leadership and Management program, equipping her with the skills to drive team success and enhance client experiences.
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In one word, enormously. He has listened to what I had to say, took the time to understand what my initial financial position was, understood the financial goals that I had set for myself in retirement and from time to time helped me to understand how and where I was on the trajectory of achieving such goals.