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Call:  0115 7722126

Email: team@balancewealth.uk 

From a personal point of view, it is really important that I work in an ethical, supportive company, which recognises what I can offer and helps me to develop. I value working in an environment where I can learn at my own pace and am encouraged to create a real balance in my life.

 

Outside of work, my family are important to me and I love to read, particularly keeping up to date with current affairs.

Rob Mcloughlin

Administrator

I am studying for the Diploma in Financal Planning - the benchmark in the financial planning world.

Contact me

Background

I worked in retail for eight years but was always keen to move into the financial planning profession because I love to work with numbers and complex problems. I have a strong work ethic and am pleased to be part of a business with serious client focus where I can develop my own knowledge and work to my strengths.

Qualifications

My role

What's important to me

I am responsible for our administration in the financial planning team, making sure our work is organised, neat and accurate. I collate research, news and update our bespoke data management systems.  

 

I work out of our Derby office.

01332 492126

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