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Rowan Jeffrey

Head of Operations

1. Your professional background
I started my career in retail after finishing college and worked my way up to a managerial position before deciding I wanted to go back into education. I then went on to study a Business Management with Finance degree and alongside it worked as an administrator in a city law firm. After finishing University, I knew that I wanted to work in the financial sector and shortly after applied for an administrator role at Buckingham Gate. I have since gained much experience at Buckingham Gate and am now transitioning into an Operations role within the business.

2. Specialist areas of interest and expertise
I am specifically interested in all things systems and processes. I love taking action and making the team's ideas become a reality. I aim to help the business run as efficiently as possible and ensure our clients have the best experience from start to finish.

3. Why did you join Buckingham Gate?
I joined Buckingham Gate after a member of my family became a client and spoke so highly of the service they had received. I did some research into the company and the role and thought that’s the type of company I would like to work for. Since joining, I have learnt so much and am so grateful to be part of the team at Buckingham Gate.

4. When not at work, you like to?
When not at work I enjoy spending time with friends and family and cooking lots of delicious food for them. I also love to travel and spend lots of time on the beach, reading and swimming. I recently took a 3 month sabbatical to travel around South East Asia.

5. An interesting fact about you?
I am a thrill seeker and absolutely love roller coasters.

Rowan’s Qualifications

The University of Kent

  1. First Class BA (Hons) Business Management with Finance

Personal Finance Society

  1. Diploma In Regulated Financial Planning
  2. J10 – Discretionary Investment Management
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