Angela is a Private Client Executive Assistant, providing dedicated support to our advisers and helping to deliver a seamless experience for our clients. Her responsibilities include client administration, investment processing and coordinating the many moving parts that ensure our service remains efficient, responsive and personal.
Bringing over 25 years of experience in client-focused roles, Angela combines professionalism, attention to detail and a genuine passion for helping others. Since joining Circle Wealth Partners in April 2017, she has played an integral role within the team, building trusted relationships with clients and providing invaluable support to colleagues across the business.