Trudy performs a vital role in our data management and book keeping functions.

She brings a breadth of experience from her IT and accounts roles across several service companies which includes 3i and Severn Trent Systems.

We take Client Data, Management and Protection very seriously in our Company and someone of Trudy’s expertise is fundamental to protecting the interests of our clients.

Trudy also covers some of the wider administrative, premises and operational type functions. She can also be relied upon to provide a helpful point of contact for all client enquiries as she is a conversant in a wide range of financial matters.

Trudy brings extra vitality and enthusiasm to our busy office – especially when we are striving to meet the latest deadlines, for example, at the end of the tax year.

We are delighted to have Trudy in our financial planning team.