Client Support Solutions
Client Support Solutions provides bespoke administration and business support to financial advisers. Our support is truly bespoke; however, we regularly support our Advisers with valuations, client calls, letter of authority, general servicing, annual review preparation and post review letters.
With over 20 years experience and Diploma qualification, your client support is in safe hands.
- Administration
- Mailbox and call cover
- Meeting booking
- Meeting preparation
- Letter of authority and information gathering
- General Servicing
- Valuations
- Invoicing
- Annual reviews
- Ad hoc holiday and sickness cover
- Business Support Projects such as novations and data cleanse
- Process and documentation review
Contact Information
- Full name
- Kelly Tomkins
- Email address
- [email protected]