Our People

Frances is a highly accomplished Client Services Manager with over six years of experience providing exceptional client support and managing the seamless implementation of complex financial strategies. She holds a degree in Business Administration, majoring in Management, which she completed in 2012. Frances has made a significant impact within the financial services industry through her strong commitment to operational excellence and client satisfaction.

Since joining the financial planning sector in 2018, Frances has built a strong reputation for her ability to manage intricate financial plans while upholding the highest standards of regulatory compliance. She excels at multitasking, deftly balancing numerous client requests and administrative responsibilities to ensure that no detail is overlooked. Her analytical skills, meticulous attention to detail, and client-focused approach ensure that each client’s unique needs are addressed with care and precision.

Frances is dedicated to delivering personalised, high-quality service, earning the trust of both clients and advisers. She embodies a values-driven approach, consistently prioritising the needs and interests of her clients. By fostering open communication and building strong relationships, Frances ensures that clients feel supported and understood throughout their financial journey. She prides herself on facilitating a smooth, professional experience, ensuring that clients’ financial goals are expertly managed and supported at every stage.

Outside of her professional responsibilities, Frances is a devoted mother who actively engages in her children’s education and extracurricular activities. She enjoys cheering them on during their soccer games, nurturing their passion for the sport. Her personal commitment to excellence reflects the high standards of Wealth Investors, where placing clients at the forefront is central to the firm’s ethos.