Gracies is a trainee paraplanner based in Plymouth working with independent financial advisers Andy Burton and John Guthrie, who serve clients in Devon, Cornwall, Hampshire,Surrey and London.
Whether it’s processing documentation for a new investment application, assisting with top-ups and withdrawals for existing pensions or preparing a client review pack, Gracie will process this expediently and professionally. Gracie’s focus is to ensure that her adviser’s clients receive an excellent experience from beginning to end, every time.
Experience and background
Gracie is relatively new to financial services having joined the sector a few years ago, but has already developed a wide understanding of wealth administration. Gracie is a valued member of our administration team.
Gracie works in partnership with her advisers and the relevant product providers to ensure a seamless service is provided to you, our client, keeping you up to date throughout the process. She provides that additional point of contact for you, ensuring any questions you may have are responded to promptly.
Gracie is based in Plymouth and you can contact her on 01752 349262 . Or you can complete our enquiry form below and Gracie will respond to you as soon as she can.
You can contact Gracie Smith on 01752 349262 or complete our enquiry form.
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