Biography:

I am a paraplanner in the London office to both Stephen Powell and David Son. My duties involve report writing, file checking, research, creating slides for seminars and helping the advisers run their day. I ensure clients request are delivered in a timely manner, this ensures the client receives a smooth and professional service at all times.

My current role as a Paraplanner follows a career of over 10 years working in the private banking sector as an adviser.

Away from the office, I juggle time with my two daughters alongside refurbishing and decorating my house in Kent. I am currently studying for further financial services exams to add to the Financial Planning and Mortgage diploma already achieved.