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Carlyn Campbell

Office Manager

I have worked in Financial Services for over 25 years in Managerial roles both within mainstream banking and more bespoke niche investment areas such as SIPP & SSAS.

I joined the firm in 2020 and my role covers all aspects of managing the busy back-office function covering both the Administration and Paraplanning staff. I like to ensure robust processes are in place, that we get things right first time, everyone works well together as a team, and that we continually look for areas to improve; working smarter not harder, but always looking to have the needs of our clients at the heart of all we do.

I am also responsible for the general running of the office so from stationery supplies to ensuring that the bins go out when they should and not least making sure there are sufficient tea and coffee supplies!


Sector Experience