As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.
Before joining Investec in 2014, I worked as a Paraplanner at The Jelf Group where I developed my technical knowledge and report writing skills.
- Chartered Financial Planner
- Fellow of the Personal Finance Society
I have a young son and enjoy spending time with him. I am also a keen runner and have completed the London marathon.
My areas of expertise
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We truly take the time to understand our clients. By understanding their goals and objectives we are able to create a strategy to help them to achieve them.