We recognise that the outcomes we deliver for our clients would not be possible without our experienced, qualified and dedicated team. Everyone at RWM has one thing in common and that is putting our clients at the heart of everything we do. Meet the team that makes it happen.
Our Administration & Support Team
Front L-R Anum Rehman, Sue Kalisiak. Back L-R: Alex Berridge, Sarah Kidd, Gwen Tomlinson, Nicole Nairne, Kerry Lee.
The backbone to every successful company, our Practice Administrators work closely with our Financial Planners, ensuring the consistent and client-centric delivery of our service proposition. Our support team provides PA and operational support as well as facilities management, ensuring the business functions seamlessly from day to day.
Our Paraplanning Team
L-R Sarah Cunningham, Kieran Lynch, Linda Wood, Jonathan Ward, Zoe Osborn.
With a breadth and depth of knowledge and experience, our highly qualified paraplanning team makes sure our client advice adheres to the regulatory framework whilst being accurate, transparent and jargon free. Their role includes the timely submission of business, analysis of financial information, preparation of regulatory documentation and construction of suitability reports. Working closely with the Financial Planners, the paraplanning team also follows case progression through from start to finish to ensure clients and head office both have a single point of reference throughout.