Verified recordFinancial Services

Gemma Drew

Team Leader at Beckett Investment Management Group

Based in Harleston, United Kingdom

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Seniority

Manager

Department

Operations

Location

Harleston

Industry

Financial Services

Company size

115

Contact information

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Email

1 credit

g•••••••@beckettinvest.com

Phone

5 credits

+44 ••• •••• ••••

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Background

About Gemma Drew

Prior to joining Becketts in March 2024 I started working in the financial services industry in 2001, I worked as a senior personal banking manager for the Lloyds Banking Group, dealing with clients either on the telephone or a face-to-face basis. Taking a break in 2010 due to the birth of my son Dylan I returned to work in 2012 as a financial administrator with Moss and Roberts. I worked there for six years dealing with clients and liaising between them and the financial adviser. I really enjoyed the interaction with the clients and the financial advisers in helping them achieve and realise their financial objectives. I then made the move to Waveney Valley IFA Ltd in December 2018 as an Executive Financial Administrator; when the company was formed and was an integral part of the team taking on more responsibility with Waveney Valley overseeing the day to day running of the office.

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