Tricia Mosley

About me

I work closely with the Financial Planners both before and after client meetings to gain a greater understanding of a client’s circumstances, requirements and financial objectives. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.

Background/Experience

I began my career in Financial Services at AIG Life, before moving onto MetLife and Zurich. In 2010 I transitioned over from an insurance sales environment after completing my Financial Planning Diploma in Regulated Financial Planning I worked as a Paraplanner/trainee advisor within Independent Financial Adviser practices for a number of years. I joined Investec Wealth & Investment in May 2022 as a Paraplanner within the Financial Planning Team.

My interests

I am into my fitness and enjoy going to the gym, I attend a boot camp 4 mornings a week before work. I also enjoy going for hikes and bike rides with my family and friends. When I’m not exercising, I enjoy watching football, I am a proud Manchester united fan, and I enjoy socialising with my friends.