2019 Money Marketing Awards – Best Paraplanner Finalist

We are super proud of our Paraplanning Manager, Dani Nicholls, who is a shortlisted for Best Paraplanner at this year’s Money Marketing Awards.

Dani started her career in financial services in 2012 and she has played a pivotal role at Balance: Wealth Planning Limited since she started with us in May 2017.  She thrives on expanding her knowledge and experience, and especially enjoys finding and using more unusual planning ideas and tips.

It’s her research, combined with her considerations of technical aspects and our clients’ personal circumstances, that help our team of Financial Planners to produce high quality financial planning outcomes.

Dani will go in front of the Money Marketing judging panel next month. We know that she will do an amazing job and we wish her all the best for the awards evening, held in London at the end of June 2019.