Administration Team

The administration team consists of Sarah Rumsey, Kajal Patel, Sophie White and Sophia Munday.

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Profile

The administration team consists of Sophia Munday, Kajal Patel, Sophie White and Sarah Rumsey.

Sophie White is the administration team manager and joined Investment Solutions in 2004. Sarah joined the team in 2016. Kajal and Sophia joined the team in 2018.

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.

Sophie has a beautiful dog named Bella and loves spending time down in Dorset. Sarah Rumsey has been busy passing exams in 2018 as she works her way towards the diploma in Financial Planning so does not have too much time for hobbies at present.

Kajal, is currently studying towards her Level 3 Diploma in Business Administration (QCF) at Chichester College.

Sophia has a Certificate in Retail Banking and Conduct of Business. Sophia also has 2 Horses and 2 Dogs which she competes which keeps her very busy.

Qualifications
Testimonials