The Client Services Team
Our Client Services Team is the central hub for all our clients. They provide a fast and robust support service for our clients while the advice team are in meetings and/or dealing with technical queries.
The team is made up as follows:
Client Services Executives – They ensure your emails and calls are answered in the quickest time possible and ensure your client records are kept up to date.
Senior Client Services – They keep contact up with providers and insurers and update you each week.
Paraplanners – They provide our advisers with support with research and Financial Planning Reports.
Email them on clientservices@eildonfinancial.com
Call them on +44 (0)1835 822 055