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Serena Gregory

Serena Gregory

Investment Team Assistant

Bath Office

Tel: 01392 410180


Serena has worked alongside Dean and Rob over the last 3 years and provides essential administrative support to the team. Her main responsibility is ensuring new accounts are processed correctly and updated as when clients and IFAs require.

Serena is a pivotal member of the team who liaises between our Bath Office and the administration team in Exeter to ensure a seamless process for our clients and Intermediaries.

She enjoys taking long walks with her family and their dog at weekends, and counts cookery as one of her favourite pastimes.

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