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 have achieved the Diploma in Regulated Financial Planning and will continue to study to obtain additional qualifications.
Away from the office I enjoy spending quality time my son. I love to travel, keeping fit and listening to music.