Biography
Megan is a Senior Client Executive in our Mortgage team, supporting clients with tailored solutions for their financial needs.
She began her career as a Solicitor Apprentice in Probate Administration, managing cases from first notification through to final estate distribution. Megan later joined Clifton Private Finance in an entry-level Client Services role, with no prior experience in the financial sector, and has since progressed to a senior position where she also contributes to staff training and the development of new business strategies.
She enjoys the variety that each day brings, particularly building strong relationships with clients and helping them navigate their financial options.
Megan holds 10 GCSEs and 4 A-Levels, and is currently studying for a Law Degree at the University of Law. Her career ambitions include moving into a Customer Success or Business Development Manager role.
Outside of work, Megan enjoys painting, reading, and spending time with her new dog, Elvis.
