Stacey

 

Stacey joined the Applewood team in August 2015 as a receptionist, having previously worked in the financial services industry as a non-advised Pension Annuity Specialist. Now Senior Client Support, she is responsible for supporting the administration team with any queries, completing/processing pre-sales cases, writing suitability letters and also training. Her role also includes dealing with probate for clients’ investments. Stacey is currently studying towards achieving her Diploma in Financial Planning, having passed a number of exams since starting with Applewood.

Outside of work, Stacey likes spending time with her fiancé, dog and family. Stacey also enjoys socialising with friends.

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