This week on The Financial Planning Podcast, host Lewis Byford welcomes Aleah Townsend, the Head of Account Management at Connor Broadley Wealth Management. Based in the heart of Mayfair, Connor Broadley is a boutique firm specialising in financial planning and investment management operations. Aleah brings over 10 years of industry experience, with a deep passion for processes, efficiency, and building strong client relationships.

As Head of Account Management, Aleah plays a critical role in overseeing client interactions and ensuring that operations run smoothly. Her expertise and dedication to excellence have been instrumental in the firm’s success, making her an invaluable asset to both her clients and colleagues.

Outside of her professional achievements, Aleah is an avid traveller, always eager to explore new destinations around the globe. Family time is also a top priority for her, and she cherishes every moment spent with her loved ones.

Tune in to hear Aleah Townsend share her insights on account management, operational efficiency, and the importance of relationship-building in wealth management on this week’s episode of The Financial Planning Podcast.

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Connect with Aleah Townsend: https://www.linkedin.com/in/aleah-townsend-ab9173a5/

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