Hannah came to True with six years of experience in the financial services profession, having started her career at an outsourced paraplanning and consultancy firm before moving to a national independent financial advisory firm.
In her role, Hannah prepares for meetings, writes annual reviews and suitability reports, and manages clients’ plans, which includes data gathering and extensive email correspondence. She enjoys interacting with clients at various stages of their journeys and is passionate about achieving positive outcomes.
Hannah is an avid baker, often sending pictures of the beautiful cakes she makes for family and friends. She balances her baking passion with her enjoyment of gaming and quizzes, and is a loving cat mum.
