Becky is part of our wealth administration team and is based in Plymouth. In particular Becky provides administration support for Chartered Financial Planner, Graham Westhall, who serves clients throughout Devon and Cornwall.
Becky provides full administration support for Graham, from processing documentation for a new investment application to applying a top up to an existing pension or preparing a client review pack, and anything in between. Becky will ensure that all administration is carried out in a professional and expedient manner. She strives to ensure that every client receives an excellent experience from beginning to end, every time.
Experience and background
Becky is highly experienced in customer service and has gained a wealth of financial administration experience having spent many years as a personal banker for high street banks Halifax/Bank of Scotland, Llloyds and most recently Santander. She is dedicated to constantly improving customer service and made the move from banking to join TFA in 2018.
Becky works in partnership with our independent financial adviser Graham Westhall and the relevant product providers to ensure a seamless service is provided to you, our client, keeping you up to date throughout the process. Becky provides that additional point of contact for you, ensuring any questions you may have are responded to promptly.
Becky is based in Plymouth and works with TFA Independent Financial Adviser Graham Westhall, who has clients who are based in Devon and Cornwall and various towns and villages throughout the south and south west of England including many in Hampshire and Surrey.
You can contact Becky Seymour on 01752 349278 or complete our enquiry form.
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