Important information
On the job
Chantelle joined Bluecoat Wealth Management in August 2022 as part of the client relations team. Having previously worked at Lloyds Bank, she was keen to broaden her skills and experience across the wider financial industry.
With a strong background in customer service, account management, and administration, Chantelle plays a key role in supporting clients. Much of her work focuses on pensions, ISAs, and GIA transfers, ensuring processes run as smoothly and efficiently as possible.
Chantelle also enjoys helping clients with their protection needs – from carrying out research and running application meetings to seeing cases through to completion – giving her the chance to build strong, personal relationships along the way.
In Chantelle’s free time
Most of Chantelle’s free time is spent with her partner and two children, Freddie and Mila, who keep her on her toes and bring plenty of joy (and just a little chaos!) to daily life.
Together, they love travelling and discovering new places, with highlights including Thailand, Dubai, Lake Como, Switzerland, Mykonos, and Croatia.
When she does get some spare time, Chantelle enjoys keeping active. She goes to the gym a few times a week and can often be found cheering on her son at football.
Chantelle’s likes
- Cocktails
- Afternoon tea
- Watching the sunset
- Arsenal FC (not by choice!)
- Horse riding (since the age of 9)
Chantelle’s dislikes
- Coffee
- Being cold!
- Temporary traffic lights
- Heights (but love planes, of course)
Production