I am a paraplannner and work alongside advisers and administrators to provide clients with professional ongoing financial planning.
My duties involve assisting advisers in analysing clients’ financial arrangements. This covers all aspects of financial planning including pensions, investments and protection. I carry out research and prepare recommendations which include producing clear, technically accurate and compliant suitability reports.
I continue to study towards Diploma status in Regulated Financial Planning.
Away from the office I enjoy spending quality time my son. I love to travel, keeping fit and listening to music.