Meet Louisa Metcalf


    Louisa Metcalf
    Client Services Manager

    I have worked with Mike since 1992 when I first started working for his General Insurance brokerage later transferring to his independent financial adviser firm.   I gained my Financial Planning Certificate in 1999 but chose to work on the research, analysis and administrative side of the business whilst my children were young and requiring more of my time.  Then in 2014, I decided to undertake the Society of Trusts & Estate Practitioners (STEP) Advanced Certificate in Will Preparation to compliment the company services and I passed this in April 2015.  I went on to study and pass the STEP Administration of Estate Advanced Certificate later that same year.  This gave me the inspiration to update my financial planning qualifications to enable me to advise clients and return to financial planning, and to this end I am currently part-way through completing my Diploma in Financial Planning; five now passed in November 2016, May 2017, October 2017, January 2018 and April 2018 but a couple more to go so watch this space…..

    In my ‘spare time’ I run a household with two ever growing teenage boys, enjoy exercising; running, walking and Mike and I have been known to have an early morning pre-work gentle knock around on the tennis courts next to our offices.  I am also very involved in the Scout Association and have been running a Cub Scout Pack for the past 23 years which I enjoy immensely.