Angela Stewart

Client Services Officer

Angela Stewart is a Client Services Officer who plays a key role in supporting both clients and advisers across the financial advice process. She assists with the preparation and implementation of advice, manages client documentation, and helps ensure requests and follow‑ups are handled efficiently and accurately.

She genuinely enjoys interacting with clients and values building ongoing relationships, particularly keeping up to date with clients’ stories and adventures as they move through and beyond retirement. She takes pride in contributing to a smooth client experience and enjoys creating a positive, collaborative team environment. While focused and results‑driven, Angela also believes that having fun in the office helps foster strong teamwork and productivity.

Outside of work, Angela enjoys the outdoors, travelling, and spending quality time with friends and family.