In the work groove
Cait supports the smooth running of our financial planning service by keeping client information up to date, preparing pre- and post-review documents, and managing the day-to-day administration of client portfolios.
She ensures all financial and compliance documentation, including anti-money laundering requirements, is completed accurately and on time, helping deliver an organised and reliable experience for every client.
Embracing me-time
Away from work, Cait enjoys spending time with friends and family, going for walks, indulging in a spot of retail therapy, and eating out. She also loves to travel and takes every opportunity she can to visit new places.
We asked Cait...
What’s your favourite holiday destination?
Cyprus.
What three small things make your day better?
Sunshine, music and a coffee.
What’s the best gift you’ve ever received?
Jewellery – it lasts forever and has a sentimental meaning.
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