SENIOR ADMINISTRATOR

CLAUDIA CHARLES

Office Location

Hertfordshire

I joined DGS in October 2024 as a Senior Administrator, supporting Chartered Financial Planner Paul Savuto.

I am responsible for a wide range of tasks, including managing client communications and maintaining accurate and well-organised records to ensure seamless administrative support.

I take great pride in my work, as I believe that delivering exceptional administrative support is essential to enhancing the overall client experience, while enabling my adviser to focus on delivering tailored financial strategies for each individual client.

Contact Claudia

About Me

I started my career in financial services in 2007 at Barclays Bank Plc, where I spent 15 years in various positions, quickly advancing to a supervisory role in compliance. My last position at Barclays, before I left three years ago, was as a Customer Support Specialist as I am passionate about helping clients achieve their life and financial goals.

Following my time at Barclays, I transitioned to an office-based administrator role, managing HSBC bonds and investments. However, due to the limited client interaction in that position, I chose to join DGS where I can combine my experience and passion for supporting clients.

Personal

In my free time, I take pleasure in reading thrillers, spy fiction, and mystery novels. However, my true passion lies in exploring and immersing myself in the world of art.