Zoe joined the team in October 2019 as Personal Assistant & Client Servicing Manager to provide our clients with the highest level of personal service. Zoe also provides support and a direct point of contact to further enhance the professional service provided by SM Thompson Wealth Limited.
Zoe liaises with clients, covering all servicing needs and day to day operations. Prior to this role Zoe has been busy raising her young family of 3 boys, including twins, so she is used to multi-tasking!
Anna joined the team in April 2019 and is now working as Practice Manager, whilst training to become a qualified Paraplanner. Anna ensures a smooth day to day running of SM Thompson Wealth Limited and that all client enquiries and cases are dealt with to the highest level of professionalism and care.
Anna liaises with clients, over sees cases and is in the office to support the team as a whole. Prior to this role Anna has been working with financial advisers for more than 5 years, providing support with administration, client servicing and case management. Outside of the office, Anna is kept busy raising her two sons.