About me
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.
Background/Experience
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.
My interests
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
How to lift a 38 kg greyhound over a stile!
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.