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!
Portfolio Financial Consultancy Ltd is authorised
and regulated by the Financial Conduct Authority
under the reference number 455542.
Registered in England & Wales. Registration
number is 04424786
Registered address is Unit 2, Langdon House,
Langdon Road, Swansea, South Wales SA1 8QY
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