Kirsty Duke

Kirsty is MAC Group’s Client Services Manager, she oversees our Private & Corporate Client Services teams.

She joined MAC in 2016, bringing six years of experience from the life assurance sector. Kirsty began her career at MAC Financial as an IFA Support and Trainee Paraplanner, working towards qualifications to become an Independent Financial Adviser. She soon shifted her focus to compliance, earning her Certificate in Compliance in 2018 and taking on roles as Deputy Money Laundering Reporting Officer and Data Protection Officer. In 2023, she was promoted to Client Services Manager.

In her role as Client Services Manager, Kirsty oversees the client services teams, coordinating their activities to ensure that our clients consistently receive the highest level of service. She collaborates closely with Ed and Rebecca to identify opportunities for streamlining business processes and enhancing the overall client experience.

Additionally, Kirsty leads the implementation of Group Pension Schemes, managing everything from initial proposals to client onboarding and ensuring a smooth transition. She works closely with our group pension providers to deliver tailored solutions for both new and existing clients.

Areas of expertise

• Day-to-day management of the Private & Corporate Client Services Teams
• Pension scheme implementation
• Co-ordinating private client reviews
• Diary management
• Enhancing processes and procedures
• Providing support to existing clients and HR contacts
• Training and development
• Data protection & GDPR

Qualifications

• R05 – Financial Protection CII
• ICA Certificate in Compliance