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Annette Poole
Client Relations Manager
Since joining in 2014, in her role as Client Relations Manager working alongside Jack Taylor, Annette has built strong, lasting relationships with clients. Passionate about providing personalised service, Annette takes pride in helping clients navigate their financial planning and mortgage needs.
Annette holds the Diploma in Regulated Financial Planning (DipFA) and the CII Level 3 Certificate in Mortgage Advice, bringing a wealth of knowledge to her role.
Outside of work, Annette is an active member of North East Wales Search & Rescue (NEWSAR), where she serves as an Operational Hill Team member and Training Officer. When she's not working or volunteering, Annette enjoys spending quality time with her family, especially on holidays.
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