Imogen Strachan

Imogen Strachan
Imogen Strachan

Wealth Administrator

Wealth Administrator

Imogen joined TFA in 2024 as a dedicated Wealth Administrator, committed to ensuring that every client enjoys an exceptional experience from start to finish.

Experience and background

With a wealth of experience in Financial Services, Imogen is a highly skilled administrator who has recently returned to Plymouth. Her previous roles include serving as an Office Controller and managing payroll for large companies, providing her with a well-rounded administrative skill set. Renowned for her confidence and outstanding customer service, Imogen excels in key tasks such as submitting new business, processing withdrawals, and generating detailed client portfolio reports.

Services offered

Imogen collaborates closely with our independent advisers and product providers to deliver seamless services to our clients. She keeps you informed throughout the process, providing an additional point of contact to ensure that any questions you may have are addressed promptly and effectively.

Imogen’s combination of client focus, exceptional communication skills, and operational expertise makes her a valuable asset to the TFA team.

Locations covered

Based in Plymouth, Imogen supports advisers and clients across the South West of England and beyond.

You can contact Imogen Strachan on 01752 347070 or complete our enquiry form.

Send a Message to Imogen Strachan

Get in touch to contact this staff member directly.