Through a combination of paraplanning and administration, I support Susie Foottit and the team in offering the best possible service to our clients. The focus of my role is on research, writing bespoke suitability reports, and implementation of client applications and queries.
I am currently working towards the CII Diploma in Regulated Financial Planning and consistently look to improve my technical knowledge and understanding.
Away from the office I can often be found paddle boarding down a river, enjoying live music or wandering around a gallery.
