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Phoenix O’Neill

Client Support

I joined the team at Beyond Finance in January 2023 as an Executive Support. Prior to being part of the team, I was a Montessori Teacher for nursery aged children. I knew it was time for a new adventure after many years of working in the education system, but I really struggled to understand what that change might entail! Suddenly, I was presented with the opportunity to join Beyond Finance, and I am the happiest I have been!

The most important part of my role is looking after Simon Tuson’s clients and organising and preparing for meetings. I also have the pleasure of greeting our clients in our offices at Windmill Farm and making sure they feel welcome. Since starting at Beyond Finance, I have achieved my Level 2 Award in Life and Pensions Foundation, which I am very proud of.

I have enjoyed developing my knowledge and skills and wish to develop these even more. I feel I have found a lovely group of people to work with. Joining Beyond Finance was a big step out of my comfort zone and has shown me that I am capable of much more than I realised. When not at work, I enjoy eating out, writing music, and singing, drawing sketches, attending live music and having ‘games nights’ with my friends and family.