Fran is likely to be the first person you speak to at Estate Capital. She will provide a warm welcome and effective service.
Fran is jointly responsible for our reception area along with Belinda. Fran also maintains and updates our client records and data. She also takes responsibility for the client service diary, as well as establishing and developing both client and business relationships.
Fran is responsible for investment performance reports ans client policy management. Prior to her current role, she worked as a Primary school teacher for 4 years. Fran trained at the University of Wales Trinity St David in Carmarthen. Since graduating, she has worked in a wide range of schools throughout South Wales. In her role as teacher she also managed members of staff, organised learning environments, planned lessons and trained teaching students on work placements.
Fran is currently studying towards the Chartered Insurance Institute Diploma in Regulated Financial Planning.