Kellie Stewart
Client Relationship Executive
Kellie’s first job in the financial services sector is here at Thomson Gray, and we have to say, she fits seamlessly into the team. She started in the Office Administrator role and has now progressed to become a Client Relationship Executive.
Her main duties involve preparing all the relevant paperwork for client meetings, handling client queries, Trustnet graph generating and data inputting.
What makes you smile outside of work?
My family and friends, and visiting them whenever I can. I also enjoy baking and going on long walks at the weekend.
Supported by...
Bella and Buddy
Jack Russells
This duo couldn’t be any different. Bella will do tricks for treats and is very obedient, whereas Buddy never runs out of energy. Usually, Bella is asleep on the sofa and Buddy will be eating anything and everything!
Thomson Gray Wealth Management Limited is registered in England & Wales no. 07596937. Registered office, 4 Duncan Close, Redhouse Square, Moulton Park, Northampton NN3 6WL.
Authorised and regulated by the Financial Conduct Authority. Thomson Gray Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 564126. If you wish to register a complaint, please write to us at the address above, call us on 01604 499134 or email us at enquiries@thomsongray.co.uk.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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