Fraser Heath Logo | Independent Financial Advisors Bristol


Administration Team

The Administration Team is made up of eleven members of Fraser Heath staff and has two departments, Private Client and Corporate Client Administration. The team is headed up by our Office Manager, Jan Ramsey. We have a dedicated team of staff, as evidenced by length of service, ranging from our newest member Charlotte who joined us this year, to Jan who has been with Fraser Heath since it was first established in 2002, and previously working with the Directors since 1998. Several other members of staff have achieved 10 years service, with others close behind. We are lucky to have found the right "Fraser Heath People" to join our expanding team.

The Private Client Administrators are aligned as follows:
  • Jan Ramsey - Office Manager
  • Chloe O'Leary - PA to James Collier
  • Vicki Howard- PA to Alan Loomes
  • Karen Davies- PA to Mark Fletcher
  • Lynn Cox - PA to Michelle Lewis
  • Julie Harrison- PA to Simon Porter
  • Kerrie Hall- Financial Administrator to Chris McGonigle
  • Charlotte Owen- Financial Administrator
  • Helen Robson- Financial Administrator
  • Gemma Sims- Receptionist / Administrator
  • Catrina Hares- Corporate Client Administrator 
Although Personal Assistants are dedicated to an individual adviser, providing a personal service to their clients, it is important that they also work together as a team to ensure work goals are achieved each day and our clients' needs and expectations are met.
Catrina Hares works within the Corporate Client Administration Team and deal exclusively with our corporate clients. This work involves the initial and ongoing administration of Workplace Pension and Protection Schemes. 
Share by: