Isobel joined French Duncan in 2015 with some 35 years of administrative experience gained with two major UK insurance/investment companies. Following her work as a sales support manager for 25 years, since 2010 she has built on this extensive experience by working for Independent Financial Advisory businesses.
Isobel shares responsibilities for client administration, including portfolio records and new business processing. As part of this process she is in constant communication with clients, investment managers and product providers.
Focused on building strong relationships with clients and product providers alike, Isobel always delivers on her promises.
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