Kim Trueman

Client Relationship Manager

Kim commenced her role at Appleton Fox Wealth Management in March 2022.  She has worked in Finance for 15 years. Her previous roles have included Pensions administrator, Senior Client Support in Annuities, Senior Estates Client Support and 7 years as a Client Relations Manager in Private Banking and Wealth Management.

Kim works closely alongside Mark Pendarves and Ryan Griggs and liaises with clients, supporting them in all non-advice related areas. Her favourite part of the role is the building of Client relationships and takes pride in the quality of service that she provides and has received many Quality Service Awards over the years.

Kim runs in her spare time, mainly 5k and 10k charity runs but pushed herself to run the 2020 Bath Half Marathon with her eldest son to raise money for the Teenage Cancer Trust which is a charity close to her family’s heart. Kim loves to travel with her 3 adult sons, particularly the Greek Islands, and her passion for Greece and the people of Greece has led to her desire to learn the Greek language, which she finds both enjoyable and challenging.