Office Manager
I bring over ten years of dedicated experience in the financial and insurance industry to my role as Office Manager at HYFi. I oversee the day-to-day operations of our advisory practice, ensuring that my colleagues have everything they need to deliver tailored financial solutions and outstanding service to our clients.
My journey in this field began at AXA Equity & Law, where I spent several years refining my skills in client administration and policy management. That experience taught me the importance of precision, clear communication, and proactive problem-solving qualities I carry with me every day at HYFi. And because I am the most organised – my bio is obviously the best!
Coordinate schedules, meetings, and client appointments for our team of financial advisers.
Manage office processes, from document preparation to system workflows. Handle client enquiries with empathy and professionalism, ensuring each interaction reflects HYFI’s commitment to excellence.
Collaborate with compliance and operations to maintain up-to-date procedures and best practices.
I believe a well-run office forms the backbone of any successful advisory business. By streamlining administrative tasks, fostering a positive team environment, and anticipating the needs of both clients and colleagues, I help create the space our advisers need to focus on strategic planning and personalised advice.
My goal is simple: to make everyday smoother for the team at HYFi and to support our clients on their journey toward financial confidence.
©2025 HYFi Private Wealth Ltd – All rights reserved
HYFi Private Wealth is the trading name of HYFi Private Wealth Ltd Registered in England no: ‘01763054’
Registered Address: HYFi Private Wealth, First Floor, The Barn, Cow Lane, Bushey, WD23 3EL
HYFi Private Wealth Ltd is Authorised and Regulated by the Financial Conduct Authority FCA number: 133473
