The warm welcome at Prime, and the person who makes sure every new client lands with the right team for the work ahead.
Amelia is the first person most new clients meet at Prime. Think of her a little like a triage nurse: she sits down with you, listens to where you're at and what you're trying to work out, and then makes sure you're matched with the person on our team who'll genuinely be the best fit for the work you need.
With more than seventeen years of experience across client relationships and engagement, Amelia has a deep instinct for what each part of the practice is best at and which conversations sit most naturally with which adviser. The result is that clients land where they're meant to land, and the relationship starts off in the right place.
Her work doesn't stop at onboarding. Amelia stays close to clients as the relationship grows, the person to call when you're not sure who else to call, and the quiet connective tissue between you and the rest of Prime.
A few of Amelia's favourite things include chatting with friends and family about absolutely anything, long walks, baking treats for the people she loves, and occasionally feeding a shopping habit with things she probably did not need but simply had to have.
The first conversation with a new client. Amelia listens carefully to where you're at and what you're trying to do, and matches you with the person on our team whose strengths line up with what you actually need.
The structured first weeks, designed so nothing falls through the cracks and the relationship starts the way it's meant to. Set up properly, introduced to the right people, and looked after from day one.
Amelia stays close after onboarding too. She's the person to call when you're not sure who else to call, and the warm thread between you and the rest of Prime.
Whether you're looking for a new adviser, navigating a change or simply want a second perspective, tell us what's on your mind. We'll make sure you speak with the right person.
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