Ruth Tomkin Munro

Transaction Reporting Analyst

Professionally

Ruth joined the company in 2006 after spending 9 years in an administration role. From this and her time in healthcare she brings with her diligence, calmness and an ability to work well under pressure.

These skills are key in her current role of managing the day to day transactions within client accounts on our provider platforms – be it contributions, withdrawals, trades or protection applications. She has great attention to detail and can look at scenarios from different perspectives, considering all outcomes in everything she does.

Her role can be quite challenging, but she finds a lot of satisfaction in having done a difficult job well. She is keen to promote staff wellbeing as well as grow and consolidate the firms ‘green’ credentials.

qualifications

  • CII Level 3 Certificate in Financial Services (General Route)
  • Cert CII (FS)
  • Working towards a Diploma in Financial Planning

Personally

Ruth is not one for lounging by the pool and instead wants to get out there and explore. She is passionate about nature and preserving it for future generations and is often involved in local litter picks on the beach and around where she lives.

She has run three marathons for various charities over the years, with her proudest moment being running her first one alone where she wanted to prove she could do it, and she did!

Tackling Ben Nevis is next on her list.

 

Ruth in the spotlight

My typical workday starts with:
An early morning beach walk with the dog.
On an ideal weekend:
I can be found enjoying a pub lunch after a long walk somewhere beautiful.
My colleagues would describe me as:
Helpful, knowledgeable and a purveyor of cakes.
London regional office & Registered company address:
Craven Street Wealth
3 Gough Square
London
EC4A 3DE
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
OX2 0JJ

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