During her working day Adelle supports and works closely with Mike Nevill & Rachel to assist them in delivering a High standard of Financial Advice to their clients. Adelle brings with her over 12 years of financial services administration and paraplanning experience bringing a broad knowledge, attention to detail and a valuable alternative perspective.
Louise has been providing administration services within the Independent Financial Advisory sector for over 8 years. She supports Robert Bunting’s team to ensure they provide an accurate and caring service to plan and manage his client’s affairs.
With more than 10 Years experience administering clients financial affairs, Kerry’s role is to provide an efficient and streamlined service and a point of contact for Richard’s clients. Kerry is known for her caring attitude and ability to work as part of a team which helps her manage the on-going client relationships.
Steph has over 30 years’ experience as a client manager and has provided key client support to Mike Pole for over 17 years. Steph’s role has evolved into office manager due to her great knowledge and understanding of both the client manager role and the company’s client centric culture to ensure the accuracy, efficiency and…
Julie has over 25 years’ experience in the financial industry and has completed various roles within it from client managing to more recently Paraplanning. Julie works alongside the advisers to produce suitability reports based on factual research to assist the advisers in providing informative, clear and transparent financial advice which best suits their client’s circumstances.
Having completed training and qualifying with Pole Arnold Chartered Accountants, Moira has spent many years providing all manner of accounting support to clients and local businesses. Moira now looks after the finance function for Pole Arnold Financial Management on a part time basis, providing management accounts, forecasts and budgets.
Jayne has more than 20 years’ experience as a client support administrator and this is reflected in both the care and ability to ‘get things done’ for our clients. Jayne is often the first point of contact at our Narborough Wood Park office and is known for her friendly manner. In addition, Jayne plays a…
Sam has worked with Pole Arnold for the last few years assisting with our IT and Operations systems to get our back-office system running as smoothly as we can to make our client managers jobs more efficient to help provide a smooth client service.
Margaret joined Pole Arnold as our Operations Manager, bringing with her a wealth of over 30 years’ of experience working within the financial services industry. Margaret is responsible for ensuring that all of our offices run smoothly and providing support to the Client Managing team.
As his role as client manager, Simon Supports and works closely with Mike Pole, his clients and other members of the team to deliver an efficient, personalised experience for our Clients. Simon has brought with him 11 years of valuable experience in Pensions and is working towards his Diploma in financial services.