Héloïse is the Client Manager at Buckingham Gate and a qualified Financial Planner. Whilst looking after a growing number of clients of her own, she is responsible for the implementation of the majority of investment and estate planning work. She is also at hand to answer any client queries and produces Suitability Reports for several cases.
Héloïse has worked at Buckingham Gate since 2016, having already worked in the industry and having previously completed a degree in French and Spanish at the University of Exeter; she is on track to achieve the Chartered Financial Planning status next year.
It is the unfailing enthusiasm and positivity within the team that is Héloïse’s favourite part about working at Buckingham Gate.
Outside of work Héloïse enjoys travelling, speaking in French and Spanish when the opportunity arises, being outdoors and enjoying good food!