Louise Brown

Financial Services Assistant

At work

Louise has more than 30 years’ experience of administrative, secretarial, and receptionist roles.

At Barwells Wealth, Louise’s daily tasks include maintaining client files, uploading information to the computer system, and scanning documents.

Louise interacts with clients by telephone and face to face in the office.

At home

Outside of work, Louise spends time with her family. She also enjoys listening to music, reading, and walking.

Our latest survey results…

96.43%

would recommend us to their friends, family or colleagues

92.31%

of clients believe that working with us has helped or will help them achieve their financial goals

100%

of clients were satisfied that we understood their needs, goals, aspirations and objectives

98.21%

of clients were satisfied with the speed of response from their planner

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