Hatty provides frontline customer contact, administration and processing to ensure we provide a comprehensive, professional and friendly service to our clients at all times. She has a Classics degree from The University of St Andrews and prior to working with Trevor held important roles within Child Protection for Surrey County Council and Personal Banking for Natwest.
She enjoys helping clients directly and found that she was able to offer this less and less within her previous roles. Therefore, after a career break to start a family, Hatty has now transferred her skills to a more fulfilling role where she balances her time between supporting Trevor and raising her young son Jack.
In her spare time Hatty is studying to achieve the Diploma in Regulated Financial Planning to increase her knowledge of financial planning as it is her intention to also provide face-to-face financial advice in due course.