About me
My role is to develop, manage and build consistency within our Paraplanning and Support Teams, who are responsible for preparing technical analysis and reports, implementing recommendations, maintaining compliant files and preparing annual reviews for our clients. I look to install a passion in the teams I work with to fulfil their potential and have the desire to want to deliver an out of the ordinary service as standard.
Background/Experience
I have worked for a number of large organisations in the Financial Services sector for over 30 years, always supporting the provision of holistic financial advice. As a CII Chartered Financial Planner, I am passionate about helping our paraplanners and support staff develop their technical and industry knowledge, to enable our Wealth Advisers to provide excellent levels of service tailored to our clients' needs.
My interests
When not working, I can be found camping half way up a mountain or at home baking, painting, or with my nose in a book.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
I'm also an expert in...
Finding the best place to pitch a tent.
Our culture sets us apart from other companies - we have a place for everyone and we celebrate individuality within our teams.