Uckfield wealth management business Cranwell Wealth Solutions have welcomed a new office manager into their team.
She is Becks Abbott who will be responsible for managing the day-to-day running of the business, ensuring regulatory compliance and legislation is up to date, overseeing and contributing to practice projects.
Another key area for Becks to administer is client communications; ensuring relationships are built and maintained to a high standard.
Grew up in Uckfield
Becks grew up in Uckfield and has previously worked as a sales leader at Laura Ashley. Most recently her roles have included working at Uckfield’s Bird in Eye Surgery and Gunnebo UK.
Becks also supports a number of charities and has recently been involved with new Uckfield-based charity, The Children’s Respite Trust.
Cranwell Wealth Solutions director Steve Palmer said: “We are all very excited to have Becks as a full time member of the team. The role of office manager is an incredibly important one, central to the whole office, but I’m confident that Becks’ experience and enthusiasm will set her in good stead.”
Steve has been in the financial services industry, offering his services for over two decades and believes valuable advice is only possible when tailored to the individual.
To receive a complimentary guide covering Wealth Management, Retirement Planning or Inheritance Tax Planning, contact the team at Cranwell Wealth Solutions Ltd on 01825 767568 or email firstname.lastname@example.org or visit www.cranwellws.co.uk.
• Contact details for Cranwell Wealth Solutions can be found 24/7 in our Uckfield Directory. Look for the name or search in categories for Inheritance Tax Planning, Investment Planning, or Retirement Planning.
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