Cox Financial Services

“Kirsty completed this work perfectly, and I am very pleased with the outcome. This also freed up more of my time, which allowed me to help more of my clients over this busy period. If you are in need of administration support I would not hesitate to recommend Kirsty at Virtual PA Derby to anyone”. 

 

Full review.

During a busy working period I was in urgent need of administration support. I needed support that I could trust would be delivered to a high standard and I decided to ask Kirsty at Virtual PA Derby to help.

I asked Kirsty to fully manage a spreadsheet which consisted of approximately 100 clients, complete detailed updates on the spreadsheet, update specific information which was tailored for each client, and I asked Kirsty to contact the appropriate clients, and arrange appointments directly into my diary.

Kirsty completed this work perfectly, and I am very pleased with the outcome. This also freed up more of my time, which allowed me to help more of my clients over this busy period.

If you are in need of administration support I would not hesitate to recommend Kirsty at Virtual PA Derby to anyone.

Thank You Kirsty

 

Mark Cox

Financial Advisor

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