Val Bourne

I provide administration support.

I also assist with the day to day running of the office and everything that might entail including post, procedures, training, meeting client’s that visit the office, and speaking to clients and product providers on the telephone.

I ensure all our back office information is completely up to date and track through all new business from start to finish for our clients.

  • Client Relations
  • Supporting Adviser Functions
Contact Val

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