Trent Business Centre, Thoroton Road, West Bridgford, Nottingham NG2 5FT
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.View more of our team
I am a Paraplanner and I work closely with our Financial Planners. My role is to provide research analysis to help our clients meet their life goals.
This includes developing a strategy on how to meet these goals, using my technical expertise and taking into account our clients’ personal circumstances.
This is all then explained in our detailed reports and it’s my task to make them as easy to understand as possible.
I have been in the Financial Services industry for 18 years. I have gained experience over the years, working within accountancy, independent financial and banking firms in Nottingham.
I started my role as an administrator, dealing with the day-to-day running of the group personal pension schemes. I then moved into a paraplanning role to gain more experience within the industry. I am interested in the research and technical aspects of the paraplanning role.
What’s important to me
Achieving a good balance of work and home life is very important to me. I have two daughters, five and eight, who I am extremely proud of and they keep me very busy.
I like to spend my spare time, with family and friends. I also enjoy and like to keep fit and healthy by attending regular exercise classes.
I hold the following financial qualifications:
Diploma in Financial Planning, Certificate in Financial Planning, Certificate in Life & Pensions, Certificate in Mortgage Advice and the Pension Update Award.