Verified recordFinancial Services

Sonia Bell

Client Relationship Manager at Allen Tomas & Co Financial Management

Based in Norwich, United Kingdom

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Seniority

Manager

Department

Customer/Client Service

Location

Norwich

Industry

Financial Services

Company size

12

Contact information

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Email

1 credit

s•••••••@allentomasfinancial.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Sonia Bell

With over 15 years' experience in developing business and relationships in events & hospitality services, I am delighted to take these skills into financial services. I support the Senior IFA with all aspects of investment planning and wealth management, in addition to completing the study required to develop my career with the firm and become a technical Paraplanner. I have 3 exams under my belt and now hold the Cert CII (FS).

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