Grace Brown.
Client Portfolio Manager.
Grace’s will often be found having calls and meetings with clients in her portfolio about up coming year ends, signing off accounts and tax returns ahead of submission, tax planning and forecasting..
She finds it satisfying to inform clients about allowances and reliefs they may not have been aware of , helping them to be as tax efficient as possible. Grace prioritises client relationships above all else and will always avoid overcomplicating discussions to per her clients at ease….
What’s your favourite quote to live by? Expect nothing and appreciate everything.
If you could give your younger self advice, what would it be? If it’s not going to matter in two weeks, don’t spend more than two minutes worrying about it now………
Who would be your dream client? A top-class racing yard who were well renowned nationally. Horse racing is a big hobby of mine!
What’s your favourite part of your job? Developing friendships with my colleagues and working as a team across the whole company.
What is your proudest moment at RiverView Portfolio? Going from trainee accounts assistant to Client Portfolio in the space of 10 years working here.