Rebecca has 5 years’ experience working in the financial services

sector. She previously worked in overseas administration at Hargreave

Hale Stockbrokers, where she had numerous responsibilities from

settlements to dividend allocations. Most recently Rebecca passed her

Global Operations Management unit, meaning she has been awarded the

CISI’s Level 6 Diploma in Investment Operations.

Rebecca Copsey

Operations Executive

 Alice joined Blackfinch in 2014 and has over 6 years experience within

customer services. Alice works closely with the Intermediary Support

Manager and the Business Development Managers. Her main role is to

oversee existing intermediary relationships and be the main point of

contact for literature and illustrations requests. She also processes all

applications received from acceptance through to dealing day prior to

funds being deployed to the trading companies. Alice graduated with a

BSc in sports therapy and rehabilitation from Worcester University in

2010.

 

Alice Wood

Investment Administrator

 Julia has over 15 years’ experience within customer service and the

financial service industry dealing with tax efficient investments.

Her main role is to act as point of contact for illustration requests,

applications and post investment queries as well as carrying out all

post investment administration.  Julia grew up on the Wirral and has

spent time in France and London before settling down with her family

in Worcester.  She has been involved in Girlguiding for almost 10 years

and helps to run a Brownie unit and is part of the Central District

 Commissioner Team for Worcester.

 

Julia Lambert

Investment Administrator

 

Blackfinch Investments Limited

Blackfinch House, Chequers Close, Malvern, Worcestershire WR14 1GP

Blackfinch Investments Ltd is authorised and regulated by the Financial Conduct Authority.

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