Practice Manager
Thenammai Muthukaruppan (Thenu)
As our Practice Manager, she oversees all administration and ensures the smooth provision of support to both clients and advisers. Her role is essential in maintaining efficient operations, streamlining processes, and enhancing the overall client experience. Liaises with lenders and providers for products updates & changes.
Client Service Manager
Aishwarya Rudhrakumar
As our Client Service Manager, she is responsible for client reviews, booking meetings, and servicing client requests. She also liaises with lenders and providers, ensuring seamless communication and support throughout the client journey. Her role is vital in delivering excellent client care and maintaining strong relationships with financial institutions.
Paraplanner
Heather Parker
As our Paraplanner, she is responsible for preparing and producing robust suitability reports, conducting technical research, and ensuring that financial recommendations align with client needs. She will also identify and request any additional client information necessary to complete suitability assessments. Additionally, she liaises with product providers and other third parties to gather essential data and ensure compliance with regulatory requirements.
