Diary of an Adviser: Corinne Gibbons

I have only one review meeting today and the rest of the day is spent in the office completing the paperwork from yesterday’s meetings and packaging up a new case to send over to my paraplanners.

Friday

Today I am keeping up with emails, carrying out research and chasing through transfers.

Tomorrow, I have a client visiting from Denmark who wants his annual review. I do not usually work Saturdays, but we could only get together on the weekend.

Corinne Gibbons is financial planner at Quilter Financial Advisers

If you would like to write a Diary of an Adviser then contact Ima Jackson-Obot at ima.jacksonobot@ft.com