In work
Mandy joined Cheltenham IFA as a client services assistant, bringing valuable experience from her previous role in the NHS, where she worked as an office manager and team lead.
In her role, Mandy supports Cheltenham IFA’s paraplanners and financial advisers with administrative tasks, helping to keep day-to-day processes running smoothly. Her organised approach and experience supporting busy teams mean she plays an important part in helping clients receive a reliable, efficient service.
Outside of work
Outside of work, Mandy enjoys spending time with her enthusiastic Labrador, gardening, dog walking, and going to the cinema.
She also took up jazz piano later in life and loves Chi Chi dancing and Rock Choir. When she is not keeping busy at home, Mandy is often thinking about where to holiday next.
More team members
You can count on our close-knit team of experts to offer clear advice that’s truly personalised to you. Read about our credentials and learn what makes us tick.