At work
I have worked in financial services for 22 years. Initially, I trained as a Financial Adviser at LV and worked in this role for 10 years before moving into a compliance role for 8 years. Using my experience within these roles, I began working as a Paraplanner 4 years ago.
As a member of the Paraplanning team, I research the best advice based on the clientβs circumstances and work closely with the advisers to produce client reports which clearly present our solutions.
I am working towards obtaining my Diploma in Regulated Financial Planning which I hope to achieve in the next few years.
At work
I have worked in financial services for 22 years. Initially, I trained as a Financial Adviser at LV and worked in this role for 10 years before moving into a compliance role for 8 years. Using my experience within these roles, I began working as a Paraplanner 4 years ago.
As a member of the Paraplanning team, I research the best advice based on the clientβs circumstances and work closely with the advisers to produce client reports which clearly present our solutions.
I am working towards obtaining my Diploma in Regulated Financial Planning which I hope to achieve in the next few years.
At home
I have always lived locally in Poole near to my family and have a 9-year-old son (who keeps me very busy).
My main hobby is Mountain Biking, and I try to make the most of the stunning Dorset countryside.
I have also played the guitar since I was 8, however finding time to play is sometimes tricky.
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Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, youβre in safe hands.
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