Danielle Drysdale

Pensions & Investments Administrator

Danielle joined Brooke Financial early in 2019 having previously worked in various roles in the Financial Services industry since 2000.  Danielle had a short career break between 2012 and 2018 where she ran her own business and engaged in voluntary activities.  Working alongside our Advisors, Danielle is responsible for the Wealth proposition dealing with investments and pensions onboarding clients, relationship management and account servicing as well as daily platform management.

In her free time Danielle enjoys meeting her friends for afternoon tea and planning her next travelling adventure.   As a lifelong learner, Danielle has recently completed a degree with the Open University and is now also enjoying the chance to get through her ‘to be read’ book pile.

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Qualifications

BA Hons Classical Studies

Specialisms

Pensions and Investments – transfer and maintenance

Cashflow Modelling

Platform management

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