Kim works as part of our growing financial services team and is an integral part of the Albion team.

She liaises with all new clients when they join us and they appreciate her professional attitude and her organisational skills.

Kim has several years’ experience working in financial services and is currently working towards her Level 4 Diploma in Regulated Financial Planning.

She is half way through the process and enjoying putting her practical experience in financial services into a recognised professional qualification.

Her role gives her responsibility for processing new business all the way through to completion. She will then continue to manage client accounts; including producing progress reports for reviews, withdrawals & contributions and fund switches, providing a totally holistic service to Albion clients.

“I love to get to know our clients personally as well as professionally which makes assisting them to manage their investments a pleasure. I often sit in meetings with the financial advisers and carry out any post meeting action points.”

Prior to joining Albion House Wealth Management Kim worked for Pearson Solicitors and Financial Advisers. She joined the Oldham firm after completing her A-levels at Ashton Sixth Form College.

With her drive, determination and enthusiasm she moved from being a junior secretary within the medical negligence team, onto family work as a legal secretary and finally joined the Pearson in house Financial Services in 2015 as a client manager, before moving across to join the newly formed Albion team.

This experience helped build strong relationships with clients, a part of her job in which Kim really excels.

“I have started to develop my skills and build my confidence with report writing working towards becoming a Paraplanner in the future.”

In her spare time she enjoys attending music gigs & festivals, socialising with friends and having lovely days out with her two young sons.

A little known fact about her is that she is a big bingo fan !!

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