Director and Chartered Financial Planner
Roxanne is our client services administrator, and she has more than three years of experience in financial services admin. Her role involves communicating with clients and providers, processing new business, prepping for client meetings and much more. She also interacts with clients daily via email or telephone.
Roxanne enjoys spending time with family and friends and going out for dinner. She loves to go abroad on holiday, but closer to home, you will usually find her gardening or taking a trip to the cinema.