WHO I HELP
I help all clients with their visits to the office and ensure their experience is seamless. I also assist the planners in making sure that our clients feel comfortable and supported during their meetings.
HOW I HELP
I coordinate client meetings, making sure everything is set up and ready. I make it a point to ensure that clients feel well looked after from the moment they step into our office.
“THE OIL THAT KEEPS THE MACHINE RUNNING.”
Louise Fowler is an integral part of the team at our Charlotte Square office, working as a Business Operations Assistant. As the first face clients see upon arrival, Louise plays a key role in shaping their overall experience. Her warmth and attention to detail help establish a welcoming environment.
Sometimes referred to as “the oil that keeps the machine running, Louise handles the day-to-day operations of the office. Whether it’s ensuring meetings run smoothly, organising events, or simply greeting clients with a friendly smile, Louise ensures that every aspect of the office is operating efficiently. By managing these details, she helps create a positive and productive environment for both clients and colleagues.
BUILT ON TRUST
“An ideal relationship with a client is one built on trust. They feel comfortable enough to come to me when they require some support, and they trust that I will do everything I can to make sure their needs are met.
Clients expect an excellent level of service. They also expect a genuine and friendly service. Technology allows us to enhance our service offering, but I very much feel there is still, and always will be, a great need to be hands-on with clients. Nothing builds relationships as well as face-to-face meetings.
Whether it’s clients or colleagues, I strive to ensure everyone feels happy at the office. I love working with people. I love meeting people, and I have a caring nature, so I like to make people feel comfortable and at ease.”
OVERCOMING CHALLENGES
“Being organised is key to making sure our operations run smoothly. Whether it’s managing last-minute changes to meetings or cancellations, I pride myself on my attention to detail and my ability to stay calm under pressure. The feedback I receive on how smoothly meetings are run makes me feel like I’m truly making a difference in creating a great experience for clients. My goal is always to make things easier for both the team and the clients.”
ALL AABOUT PEOPLE
“People are at the heart of our business. I believe in the importance of empathy, compassion and communication, and I am fortunate to work alongside people who share the same values. Whether it’s having a laugh together or offering support when someone needs it, we’ve built a strong, trusting team dynamic.
I’ve always been a people person. I love meeting new clients, getting to know them, and making sure they feel comfortable throughout their financial journey. I look forward to seeing how the business continues to grow and how I can contribute to that growth.”
