Val Bourne

Val Bourne

Client Relations & Operational Support

A brief introduction

I provide administration support for Steve Missen.

I also assist with the day to day running of the office and everything that might entail including post, procedures, training, meeting client’s that visit the office, and speaking to clients and product providers on the telephone.

I ensure all our back office information is completely up to date and track through all new business from start to finish for our clients.

Background

I started working with Steve Missen back in 1989 when we were Dove Financial Management based in Bradford on Avon.  I did leave the financial industry for a brief period of 3 years, but missed the daily challenges and returned to work with Steve again in 2001

My role during this time has mainly been client service orientated and I enjoy the many long standing client relationships I have built up.

I regularly undertake both in-house and external training to ensure my understanding and knowledge of products within the industry is kept up to date.

Expertise

Client Relations
Supporting Advisor Functions

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Client testimonial

Faultless

Mrs B J Howarth