Administration Team

The administration team consists of Sophie White, Kathleen Faulkner, Kajal Patel, Sophia Munday, Zoe Bracey, Amy Victory, Jane Taylor and Toby White.

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Profile

Sophie White is the administration team manager and joined Investment Solutions in 2004. Sophie enjoys walking and cycling in the South Downs with her husband and beautiful dog named Bella. Sophie also enjoys travelling in her motorhome exploring new places in the UK.

Kathleen joined the company in 2020 and after a short time on reception has moved into our administration department to train up to be an administrator. Kathleen has a degree in Criminology and Psychology and she will shortly begin her financial administration exams to help her role. She loves travelling in her spare time.

Kajal is our Senior Financial Services Administrator and joined the team in 2018 as an apprentice. After completing her Level 3 Diploma in Business Administration (QCF) at Chichester College, Kajal is currently working toward her Diploma in Financial Planning.

Sophia joined the company in 2018. She has a Certificate in Retail Banking and Conduct of Business. Sophia also has two horses and two dogs which she competes which keeps her very busy.

Toby joined us in 2022 as as an apprentice and will spend his first three months in Admin and will then move to Para-planning.

Amy joined the company in 2021. She has certificates in Mortgage advice and Equity Release. Amy is currently working towards her Diploma in Financial Planning.

They are responsible for processing all the new business applications, as well as servicing the existing clients with any type of request that is required.

Qualifications
Testimonials