About me
I work in the financial planning team, providing office-based technical and administrative support to the financial planners and a second point of contact for clients.
Background/Experience
I joined the Leeds financial planning team as a paraplanner in 2013, and have worked in financial services for most of my career, gaining wide industry experience. I hold the Diploma in Regulated Financial Planning (DipPFS) with the Chartered Insurance Institute.
My interests
I enjoy spending time outdoors and eating out with friends and family.
My areas of expertise
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