Louise joined Nelsons in October 2020 and provides support to our specialist Investment Management team.

Areas of Expertise

  • 20 years’ financial services administration experience
  • Supports and assists our Investment Management team to enhance client experience and deliver operational excellence
  • Undertakes all administration roles and duties
  • Supports and liaises with our Independent Financial Advisers and Paraplanners to ensure a smooth delivery of service
  • File preparation, incorporating client portfolio valuations

Find out how Nelsons can help you. Contact our friendly team for a guaranteed fast response.

For advice and support 0800 024 1976