Aimee supports Fortis Medical’s annual review process, helping clients stay on track as their circumstances and plans change over time. She prepares meeting documentation, attends review meetings, produces post-meeting reports and makes sure agreed actions are carried through promptly.

Before joining Fortis Medical, Aimee worked as an IFA Administrator, supporting advisers and managing annual reviews. She is continuing to build her knowledge of financial planning and is currently working towards the Diploma in Regulated Financial Planning.

Much of Aimee’s work happens behind the scenes, gathering information, preparing meeting packs and making sure every review runs smoothly. She enjoys seeing the process through from start to finish and knowing the work she does helps clients leave review meetings with a clearer understanding of their position and the decisions ahead.

“It’s rewarding to know that the work I do behind the scenes contributes to helping people feel more confident about their financial future.”

Outside work, Aimee enjoys spending time with family, taking long walks with her dog and tackling DIY projects. She is currently renovating her house, giving her plenty to keep busy when she’s away from the office.