Ali McReynolds

My role

I am an Administrator on the team at Balance Wealth, supporting financial planners and paraplanners to deliver excellent service.

Background

I studied Media Production at University, and after graduation, I moved into health insurance, accounts payable, and administration for financial advisers. I have worked in financial services administration for over 7 years.

What’s important to me

My family and friends are important to me. In my free time, I enjoy swimming at the gym, reading, and playing board games with friends.

Qualifications

During my time as an administrator for financial advisers, I have completed my CF1, CF4, and C6 qualifications to deepen my knowledge of the industry.