Christina coordinates Fortis Medical’s annual review process, helping clients through every stage from preparing for meetings to completing the follow-up work afterwards. She manages client communications, gathers the information needed ahead of each review, attends meetings alongside Ben and ensures records and documentation are kept accurate and up to date.

Christina studied for a Bachelor of Commerce in Finance in South Africa before moving to the UK in 2019. She began her career with a small independent financial advice firm supporting doctors and other professionals, where she discovered financial planning was the career she wanted to pursue. After developing her knowledge and studying towards her professional qualifications, she joined Fortis Medical to continue building her experience in a specialist environment.

One area Christina has particularly enjoyed developing is her understanding of NHS pensions. Coming from a general financial planning background, she’s found it rewarding to learn more about the decisions medical professionals face throughout their careers.

“Ultimately, clients want peace of mind. They want to know their finances are well organised, that their loved ones will be financially secure and that they have a clear plan for the future.”

Outside work, Christina enjoys spending time with her husband, their son and their dog, exploring new parts of the UK and getting out for family walks.