As a Paraplanner, I work with the Financial Planners across the South West to help prepare financial strategies for our clients. This involves conducting research and analysis of existing arrangements and preparing client reports outlining our recommendations.
Before joining Investec, I worked as a Paraplanner at two other Financial Planning firms in the local area where I gained valuable experience and developed my technical knowledge. I hold Chartered Financial Planner status and am a Fellow of the Personal Finance Society.
I enjoy running and have completed a few half marathons. I am also a keen football fan and avid Leeds United supporter.