WHO WE ARE

Natallie Jack

BA Hons Business

Client Relationship Officer

Natallie joined Portfolio as a Client Relationship Officer in May 2021.

She has previously worked in financial support roles where she picked up the necessary skills and is currently working towards her paraplanning qualifications.

Natallie provides support to the Advisers and all administration staff across the office on project-based tasks.

Natallie has a 3 year old son, Noah, so as expected she has limited “spare time” currently!