Ruby has over 10 years’ experience in financial services and worked in banking before joining us in 2016. She gained experience working in our client liaison, business support and technical teams before moving into her current role as a financial planner where she enjoys working collaboratively with clients.
Ruby’s experience with us has given her a deep knowledge of not only Francis Clark Financial Planning, but also of the work our colleagues in our accountancy and business advisory teams at PKF Francis Clark do. This compliments her role exceptionally well as Ruby is part of the team who provides financial advice to the clients of PKF Francis Clark. These clients can therefore meet with an advisor who has a wider understanding of their finances and can provide the best advice for them.
Most of the work that Ruby undertakes involves setting up retirement and investment plans, as well as arranging personal protection. She works with individuals who operate in a wide variety of sectors and industries, exposing her to a range of different financial needs and requirements from clients which has helped Ruby develop into a real all-rounder.
When she isn’t working with clients, Ruby is working towards chartered financial planner status. She likes to keep fit by walking, going to the gym, and you can often catch her participating in the Plymouth 10k.