The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.View more of our team
My role as Paraplanning Team Leader is to support our team of Paraplanners and being responsible for their technical development and ongoing learning.
I also support our financial planners in giving the best advice and service to our clients, and helping them achieve true financial independence.
I have a wealth of industry experience, having worked as a Paraplanner and Relationship Manager within financial services for 10 years, acting as a ‘day-to-day’ contact and support for clients.
What’s important to me
Outside of work, family and friends are very important to me. I have recently bought my first property with my partner and welcomed my niece into the world, so life is very exciting.
I hold Chartered Financial Planner status, having completed the Advanced Diploma in Regulated Financial Planning, and hold the Diploma in Regulated Financial Planning.