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location pinBirmingham

Louise Billson

Client Services Manager

experience

My Financial Services career started when I joined Scottish Equitable in 1988, initially as the receptionist before moving to the Life Department.

I left in 1998 to start my family and returned 6 years later. During my time at Scottish Equitable I acted as sales support to consultants on both investments and pensions.

I also attained Financial Planning Certificates 1 and 2.

I joined Heritage in May 2018 and thoroughly enjoy working with the team.  My current role is focused on issuing the annual review documentation to clients, along with general administration duties.

I like to think of myself as trustworthy and conscientious and always want to do my best for clients and the team.

personal interests

Outside of work I lead a busy life, which includes family, walking my dog and socialising