Wendy is probably the first face you’ll see around here, since she is our friendly Office Manager. For nearly 15 years now, Wendy has been working alongside Barry, and with Bruce since Financial Success Group was founded. The trio get along well and make a strong team. In the past, Wendy has also worked for chartered accountants in a PR-focused role.
With three children, there’s a lot to keep Wendy busy, and it’s little wonder that she’s so good at organisation! When there’s a bit of free time, Wendy spends it with family, going for long walks, or baking lots of yummy treats (lucky kids)! But, most of all, Wendy loves nothing more than family holidays, where they all hop out on the boat and swim in the waves.
At Financial Success Group, Wendy is responsible for record keeping and making sure everything is ticking along as it should. In her role as ‘front of house’, Wendy chats to clients, and can support administration duties, like address changes, banking modifications and claim enquirers, to name a few.