Financial Service Associate
Rhea works on the operations side of the business, providing vital administrative support to our advisers and paraplanners. She focuses on drafting paperwork and preparing meeting packs, ensuring that the team’s day-to-day work is as smooth and efficient as possible.
For Rhea, putting clients first means making sure all the behind-the-scenes details are completely accurate, so the final advice perfectly supports the client’s goals.
She enjoys learning how good financial planning helps people manage their money and clear their debts, and she takes great pride in having quickly adapted to our fast-paced environment.
Outside of the office, Rhea has a passion for seeing the world. She loves travelling, discovering new places, and seeking out fresh life experiences whenever she can.
Get to know Rhea:
- Drink of choice: Tea
- Cats or Dogs: Cats
