Natalie is a Chartered Financial Planner and Fellow of the Personal Finance Society, bringing over two decades of experience in the financial services sector. As Chief Client Officer at Purposeful Group, Natalie brings her depth of knowledge about client needs and is responsible for our client service proposition, ensuring that our offerings remain client-centric, compliant, and aligned with the highest standards of professional excellence. She is responsible for the strategic oversight and continuous development of the Purposeful Platform, ensuring it delivers exceptional value and functionality to our clients.
Natalie also oversees regulatory compliance, embedding robust governance frameworks and best practices across the organisation the evolution of our client service proposition, ensuring that our offerings remain client focused and compliant. Her leadership is instrumental in driving operational integrity and enhancing the overall client experience.
If you would like to talk to Purposeful Group about how we could help your business or discuss any other opportunities with us, please use the contact details below or the form to the right.
To understand how Purposeful Group can help your business, contact our Co-Founder, Richard Rhodes: