Senior administrator Emily Walker, has taken on the role of dedicated Client Support for Financial Adviser Ian Cleghorn. The purpose of Emily’s new role is to ensure that the very high level of service enjoyed by Ian’s clients continues.
Ian is one of the most highly qualified advisers providing financial advice in the Lichfield area. As a Chartered Financial Planner and Fellow of the Personal Finance Society, Ian has distinct qualifications and experience which means that unlike most advisers, he is able to work on certain kinds of complex cases. With an ever-increasing number of people entrusting their financial planning to Ian, his challenge is to make sure that he continues to provide an excellent level of ongoing service to all clients – some of whom he has worked with for more years than he and they choose to remember!
Ian is now supported by Emily who expertly deals with the copious amounts of documentation, freeing Ian to work on casework, meet with his clients and concentrate on providing financial advice in Sutton Coldfield and wider area.
Emily moved from a senior administrative role within our Client Support team to become Ian’s dedicated support person. This move also provides a career path for Emily ensuring that we are able to keep our very best people within Four Oaks Financial Services. Ultimately, keeping this depth and breadth of knowledge within our team guarantees an unrivalled financial planning experience for our clients.
“I am enjoying working with Ian and being a dedicated point of contact for his clients,” says Emily Walker. “Ian is still the main point of contact for financial advice, but I am able to give them feedback and updates on Ian’s behalf which I know they appreciate.”