As the first point of contact for our clients and our wider professional services network, Ally is a vital and well established member of the team. Her primary role is dealing with the day to day running of clients’ financial arrangements. Accurately answering the many and varied issues that arise, she also manages the Client Review programme.
“I really enjoy getting to know our clients, even from a distance. Resolving the niggling issues they face in running their financial affairs gives me a real sense of satisfaction.”
Ally is working towards finalising the Chartered Insurance Institute Certificate of Financial Planning. She has been with Bourlet Consulting since January 2006.