As a paraplanner, I support the Financial Planners in helping clients to achieve their financial goals. I assist the Financial Planners with technical research and I write recommendation reports specific to each client's individual needs and financial objectives.
I have been working in Financial Services since 2004, when I joined a local IFA firm, initially providing admin support to the director and three planners before moving into a paraplanning role. I joined Grant Thornton (which later became 1825) in 2011 where I progressed from paraplanner to a senior paraplanning role. I hold the CII Diploma in Regulated Financial Planning, and the Certificate in Life and Pensions which gives me a wide base of technical knowledge. Over the years, I have performed a wide range of different tasks as part of my role including coaching and training, project work, compliance, people management, which gives me a broad range of experience to help the planners in supporting our clients.
Under normal circumstances I love to travel both at home and abroad, and enjoy gigs, comedy and cinema. I love to cook (and eat out). We have a retired racing greyhound so we like to take him for long walks and experience the UK countryside. When I am not doing anything else, you will always find me with my nose in a book.
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...
How to lift a 38 kg greyhound over a stile!
My experience has been that Investec cares about its people. This reflects in the personal service we provide to our clients. Clients can expect advice that meet their individual needs and objectives, drawing on all of Investec's in-house expertise.