As a Paraplanner, I work closely with a highly professional and friendly team of Financial Advisers, Paraplanners and Client Support staff to prepare clear and comprehensive solutions to clients on Investment, Retirement and Inheritance Tax planning.
After a five year degree spent across the UK, Germany and China, I graduated from University of Liverpool with a BA First Class Honours in Business and German. Shortly after, I joined Investec and completed the Level 4 Diploma in Regulated Financial Planning. I am currently working towards the Level 6 Advanced Diploma, gaining valuable knowledge along the way to ensure our clients are provided with a highly technical and robust Financial Plan.
Outside of work I enjoy travelling around the world, learning new languages and anything yoga related. However, nothing beats snuggling up on a sofa with a cup of tea and a great book!
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Finding the best yoga classes.
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