Becky & Ruth Recipients Of Quarterly Recognition Award

Financial Advice Sutton Coldfield
L – R Becky Dyche and Ruth Hughes

Every quarter we nominate the person that we think has gone above and beyond and deserves special recognition. The Senior Management Team then make the difficult decision as to who receives this accolade.

Of the nominees for Q4 2019 there were two people whom it was impossible to decide which should receive the award.  So Paraplanner Ruth Hughes and Becky Dyche of our Client Liaison department were declared joint recipients.

Charlotte Trueman, Head of Client Support said “Becky has won this award owing to her developing a deep understanding of our new back office system, Xplan. Becky has become the go-to person on all things Xplan related. Becky has also been flexible with her working hours and is happy to stay longer to ensure the work we do for our clients is done that day. Becky is also instrumental in organising monthly marketing campaigns and assisted with a number of mailshots in the last quarter of 2019.”

John Smith, Head of Paraplanning said “Ruth has won this award because it is sometimes difficult to believe that she has only been a member of the Paraplanning team for 18 months.  Ruth consistently produces research and suitability reports of an exceptional standard to support our financial advisers who provide financial advice local to Sutton Coldfield.”  He went on to say “Ruth always exhibits a can-do approach and is always willing to go the extra mile.  Ruth has also been instrumental in the successful integration of our new back office systems and is a true asset to Paraplanning and Four Oaks.”

Becky remarked, “I was shocked and pleased to receive this award, but it does give you a boost”.  Ruth said, “I was surprised, but I think everyone deserves this award as we all do our job to the best of our ability.” Well done to both Becky and Ruth who each received a gift and a certificate.