It is with more than a little sadness that I am writing to confirm that my faithful and long-term PA, Denise, has decided to retire; her last working day will be Thursday 15th March.
Denise came to work with me whilst I was still running my small business from home, approximately 23 years ago, since when she has provided me with unwavering support through the good times and the bad and I think it no exaggeration to say that, the business would not be what it is today without her calm demeanour, her gentle sense of humour and her genuine affection for all our clients.
From a personal perspective, over the years I have come to know Denise’s wonderful family very well and I hope that we will all remain lifelong friends. I am sure you will want to join me in wishing her a long and very happy retirement.
Denise leaves large shoes to fill but you will be pleased to know that she is currently working with her successor, Kim Lewis, to ensure that the transfer of duties and responsibilities will be as seamless as possible. Some of you may have already spoken to Kim, she is a very friendly and capable lady and we are very excited that she has decided to become part of the Clearwater team.
Kim has worked with an IFA previously and so she is already familiar with the workings of a firm such as ours and the services that we provide to our clients.
You will doubtless be speaking with Kim at some point over the course of the next few months and I know she is looking forward to getting to know you all.
If you have any concerns or questions about any finance related matter, please do not hesitate to call me at any time.
With best wishes,
Graham Ponting CFP Chartered MCSI