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Natalie Lavery
I have been working within the financial services industry for over 16 years, gaining valuable knowledge and experience in my roles during this time.
I deal with a broad range of financial operational tasks whilst ensuring the client remains at the forefront of every day, providing a professional and personal touch which can be relied upon.
What drives me?
I’m driven to provide the best service and experience possible to our clients whilst working with the best team and colleagues.
I’m married to Andy and have a young son, so my time away from work revolves around making memories and enjoying our time together, whether that be a trip to the seaside or the local farm.
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.