Client Servicing Assistant
Rosie joined the team in November 2017 and works closely with Vicki. Rosie ensures that all client records are maintained, client review meetings are booked, and clients are updated on their valuations on a regular basis. She also liaises with the advisers to book your regular review meetings. Rosie is also responsible for enhancing our client service program and is at the heart of organising our client events. Rosie is engaged to Jonny, our Mortgage Manager, as is currently on maternity leave after the arrival of gorgeous Arthur.