Natalie Kirk

Technical Adminstrator
01892 320860
At work
Accreditations
Qualifications
At home
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Natalie’s role is to assist James, Richard and Nathan with the administration of their clients’ pensions and investments. As an experienced investment and pensions administrator, Natalie has worked in numerous roles within Wealth Management and local IFA practices and has worked in the financial services industry for many years.


Her favourite part of her job is helping to develop processes that make the client experience smoother and more successful.

CII (Chartered Insurance Institute) Financial Planning 


FPC1 - Financial Planning Certificate 1

FPC2 - Financial Planning Certificate 2

FPC3 - Financial Planning Certificate 3

CF9 – Pension Simplification


R02 - Investment Principles & Risk

R03 – Personal Taxation

R04 – Pensions and Retirement Planning


IMC 1 and 2 – Managing Investments

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Outside of work Natalie enjoys going to the gym, running, and playing outdoor tennis (when the weather permits!) and seeing family and friends.

I’d like to run a marathon!

Knowing that I have made a positive contribution to the team, managing my workload in an efficient manner, exercise.

I've walked the whole length of the Thames!

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