Introducing Harriet
Our clients need our help at times when they are often at their most vulnerable. They may be dealing with the emotional stress and financial mess of a divorce. Or the trauma of losing someone they love, the pain of that loss compounded by the mountain of admin that follows in the wake of a death.
So, when we hire new team members, we place equal importance on their emotional intelligence as we do on their financial planning qualifications.
Senior Client Services Support, Harriet Walker, who works alongside Chartered Financial Planner and Managing Director, Richard Meek, and Senior Paraplanner, Kelly Finlay, exemplifies that practice.
Harriet’s ability to gauge how to support people in the way they need in that moment is second to none. For many clients she is the person they call first, whatever their reason for getting in touch. Harriet grew up in Walsall, is a mother to a young daughter and she epitomises what we strive to provide at Colmore Partners – engagement with a human being, not a ‘corporate’.