Customer Relationship Manager
Sustainable Wealth, 24 The Strand, Derby, DE1 1BE
Hannah has over 10 years experience in financial services.
Her role is a varied one. Her days are busy with researching client’s investment options; answering queries and preparing their portfolio reviews.
Hannah is a passionate organiser, using this skill to ensure the smooth day-to-day running of Sustainable Wealth.
Client communication is a key part of Hannah’s role, ensuring everyone is up to date on the progress made toward building, implementing and reviewing the financial plans we create for our clients.
Outside of work Hannah loves to travel as much as possible with her husband, Adam.
Hannah likes to keep fit, attending regular weekly boxing and exercise classes.
She also tries to spend as much time as possible on walks and exploring the Derbyshire countryside with her Cockerpoo, Rolly.