About me
My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.
Background/Experience
I have been working in the finance industry since 2011, starting at Aviva in their pension customer service department. I then moved into financial planning, working as an administrator for a year before progressing into paraplanning. I hold the CII Diploma qualification, which gives me a wide base of knowledge to help in my day-to-day role.
My interests
I have been heavily involved in the Sheffield Giants American Football team as their Club Secretary and Game Day Manager for a number of years. I love to cook and enjoy trying out new recipes and techniques. I am often found at the cinema and I love watching all kinds of films
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
I'm also an expert in...
I'm a specialist in long, winding discussions about films.
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