Kelly Green
PA to Les Phillips

About Me

Kelly has recently returned from maternity leave following the birth of her son, Rowan.

My Work History & Experience

Having worked in Financial Services for over 15 years, I have achieved various qualifications to endorse my experience.

My Time at Index Wealth Management

As PA to Les Phillips, my job is to make clients lives easier by organising and prioritising. I try to maintain a calm and logical approach to all challenges. I hope to provide Les and his clients a first class service.

What I Can Do For You

  • Book your appointments with Les
  • Remind your of your appointments with Les
  • Be your first port of call if you have a query
  • Organise paperwork in advance of your meeting
  • Send you any communications from Index
  • Meet you when you attend our offices and provide you with refreshments

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered