As part of the Client Review team at Four Oaks Financial Services, I ensure that client files are maintained and updated. I prepare review packs, and suitability letters for clients showing the performance of their investments and any recommendations, post review. I am currently at the end of my business apprenticeship and my objective is to move forward with gaining my professional qualifications, while continuing to provide an excellent experience for our clients. I enjoy an active lifestyle outside of work and regularly play football throughout the week.