Get to know Abhi
I joined Citywide at the end of 2023, having completed a degree in Mathematics for Finance Management at Portsmouth University.
My role at Citywide includes dealing with our providers, keeping client records up to date, and tracking investments. I particularly enjoy helping onboard new clients, working alongside Olivia, Client Services Executive, to take care of new business and ensure everything is as smooth as possible. I also help enrol existing clients to our portal.
I am a keen seamstress, learning to make clothes from scratch. I volunteer with several charities and often help organise fundraising events. I enjoy photography and tutor in my free time.
Paraplanning Apprenticeship in progress.
