Experience

Digby Associates - Positive Solutions Ltd.

• Client communications

  • Oct 2018 - Present

  Digby Associates are a Wealth Management firm based in Bristol, with additional offices in Malvern and Cheltenham. We specialise in providing bespoke financial advice and services to clients on Investments, Mortgages, Pensions and Inheritance Tax mitigation. The majority of my time is spent developing new marketing strategies to aid the growth of the business. as well as taking responsibility for the onboarding of Introducers to our growing team. I have also created and manage online platforms of the company and am responsible for the organisation of all events for both clients and staff. With 6+ years experience in Mortgage case management, another aspect of my role is providing specialised support to a team of Advisers, and assisting the Management in ensuring a smooth running of the department whilst providing an efficient and effective service to our clients. Show less