Meet the Team
Heather is ably supported by her team, each of whom has their own specific area of responsibility. The team works closely together and each member is aware of all cases in progress, even if they are not directly involved.
Clare is the Team Manager. Her role includes supporting the team in obtaining relevant data and preparing Transfer Analysis Reports and drafting suitability reports. She resolves the majority of the team and adviser's technical queries. Where necessary, she seeks guidance from Heather. She conducts initial reviews of the documentation provided by advisers and schemes and assists Heather in the suitability review. Clare has worked with Heather since September 2006.