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Kiera Swindells
I have over a decade experience in financial services, specialising in delivering a seamless and highly personalised experience for clients. As a Client Relationship Manager, I work closely with advisers, clients and professional connections to ensure every interaction is handled with efficiency, care and attention to detail.
What drives me?
I'm passionate about creating outstanding client experiences and believe that great service is built on trust, reliability and genuinely understanding each client's needs. Knowing I've helped make a complex process feel straightforward and stress-free is what motivates me every day.
Outside of work, I enjoy keeping active through strength training and running, and I value maintaining a healthy balance between my career, fitness and spending quality time with family and friends.
How I can help you
- I ensure client annual review meetings are set up and scheduled with advisers.
- I keep clients updated on any transactional business, working with their adviser.
- I proactively call clients to check if there's anything they need.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.