At 5 Financial, Daisy plays a key role in shaping the client experience. As Services and Support Manager, she works closely with the Client Service Managers to make sure every client interaction runs smoothly. Known for her strong organisational skills and practical approach, Daisy is always looking for ways to refine processes and improve systems so the team can deliver the best possible outcomes.
Her background in wealth management implementation means she brings both technical expertise and an eye for detail to her role. Daisy has a knack for spotting where processes can be streamlined, ensuring the advice provided by 5 Financial is supported by efficient systems behind the scenes. This not only helps clients receive timely and accurate service but also gives the broader team confidence that operations are running effectively.
Colleagues appreciate her collaborative style and the reliability she brings to the Services and Support team. By combining her professional experience with a commitment to continuous improvement, Daisy makes an important contribution to the client-first culture at 5 Financial. Her efforts help ensure clients feel supported at every step of their journey, reinforcing the firm’s reputation for both professionalism and care.