Professionally

Louise has 17 years of industry experience, with particular expertise in supporting high net worth clients. With a background in both paraplanning and administration, she provides administrative, technical, and organisational support to the team and plays an integral role in the client journey from start to finish.

From onboarding new clients to implementing recommendations and preparing valuations for annual review meetings, Louise helps ensure everything runs smoothly behind the scenes.

Often the first point of contact for clients, she enjoys solving problems and delivering a high level of support. She also brings valuable experience in reviewing internal procedures and streamlining processes to improve efficiency across the business.