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Practice Manager
Chloe is the Practice Manager at our Hertford office, bringing a deep local connection and a rich background in financial services to her role. Living in the community she serves, Chloe has a unique understanding of the local client base, making her an invaluable asset to Fortuna Financial Planning.
With years of experience in the sector, Chloe’s expertise ensures the smooth operation of our practice, where she is responsible for maintaining high standards of compliance and efficiency. Her role is pivotal in ensuring that our team delivers the best possible service to every client.
Currently, Chloe is furthering her professional development by studying for her Level 4 qualifications. This commitment to continuous learning not only enhances her skills but also ensures that our practice stays at the cutting edge of industry standards and innovations.
Beyond her professional commitments, Chloe is deeply involved in the community. She actively participates in local charity work, contributing her time and skills to various initiatives that benefit the local area. Her dedication to community service extends to her involvement with the local school’s Parent-Teacher Association (PTA), where she plays a crucial role in fostering strong partnerships between parents and educators to enhance the educational environment for all students.
Chloe’s blend of professional acumen, commitment to her ongoing education, and active community involvement makes her a cornerstone of both our team and the wider community, embodying the values and mission of Fortuna Financial Planning at every level.
Chloe’s previous experience in London involved working with private banks and wealth managers, where she honed her skills in high-level financial operations and client management, building a solid foundation in the finance industry.
Chloe has been instrumental in integrating Consumer Duty obligations and spearheading advancements in our firm’s data management systems, ensuring compliance and enhancing operational efficiency through innovative technological solutions.
Initial introductions are at our cost so get in touch and speak to a planner, we would love to hear from you.
We can discuss the relevant steps and provide more detailed information about the services we offer, how they are relevant to your situation and we can maybe work in partnership to formulate a plan that will start you on the right financial journey.