I support Eamonn Lunn in providing holistic Financial Planning advice by report writing, client servicing and providing a high level of technical assistance. As a Senior Paraplanner, I also take a keen interest in the development of IW&I Paraplanners.
I began my career at Friends Provident in 1988, before joining Advisory & Brokerage Services, a firm of independent financial advisers, in 1998. I went on to work for two top 10 accountancy practices before joining Rensburg Sheppards (now Investec Wealth & Investment) in 2008.
I have attained CII Chartered Financial Planner status.