I have listed below a few examples to give you a feel for the type of work I do and clients I work with.


Independent Financial Advisers

This client is a small firm of independent financial advisers, an industry that is incredibly highly regulated, resulting in a huge amount of ongoing administration and compliance requirements.

I research, write and issue their e-newsletter and other regular client-facing marketing messages; keep their website content updated; run a number of ongoing admin processes; undertake project work eg supplier due diligence, updating internal and client documentation and implementing any changes to internal systems and documents brought about by GDPR, MIFID II and the SM&CR.  Systems used are Sharepoint, Intelliflo, WordPress and Mailchimp.

I work with 3 financial adviser firms and have a good working knowledge of the industry.


Estate Agent 

This full service estate agency firm incorporates Planning, Surveying, Commercial, Horticulture and rural/farming/equine property services across several separate branches. I manage their social media channels, (Twitter, Facebook and LinkedIn) and from the content they provide I write posts and blogs and publish it, tailored to ensure maximum impact on each platform. Systems used are Buffer, Hootsuite, Twitter, Facebook, LinkedIn.


Public Relations Company

The services I provide to this company are not only directly for them but also for their clients. Tasks include researching and writing articles, proofreading newsletters, annual reports and other documents, assisting with social media and responding to queries or complaints received via Twitter and obtaining board approval where necessary, managing an email inbox for a local magazine and liaising with contributors, internet research for products or services and various ad hoc project work.


The above are just a few examples of the broad range of services I provide and is by no means an exhaustive list. If you need some help with your own admin and ongoing tasks, please get in touch, I’d love to hear from you.