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Kiera Swindells
I have worked in the financial services industry for 10 years and pride myself in ensuring the client journey is as smooth as possible. I love building strong, trusted relationships with our clients but also colleagues and third parties.
What drives me?
My biggest motivator is providing exceptional client service and delivering the best possible outcome in all situations.
In my spare time I focus a lot on training at the gym and recently started running as I love to be outdoors. I do make sure my life is very balanced with lots of lovely meals out and drinks with friends!
How I can help you
- I ensure client annual review meetings are set up and scheduled with advisers.
- I keep clients updated on any transactional business, working with their adviser.
- I proactively call clients to check if there's anything they need.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.