Liam joined Nelsons in October 2023. He provides support to our specialist Investment Management team to enhance the client experience and deliver operational excellence.
Liam’s responsibilities include undertaking all administration roles and duties, supporting and liaising with our Independent Financial Advisers and Paraplanners to ensure smooth delivery of service, and file preparation, incorporating client portfolio valuations.
Areas of expertise
Professional information
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Currently studying towards a Cii Diploma in Regulated Financial Planning.
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