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 a paraplanner is to support our financial planners to ensure we give the best advice and help our clients move closer to their life goals and dreams.
I began my career in financial services over 10 years ago as a financial administrator and gradually qualified and transitioned into a Paraplanning role.
I enjoy the scope that financial planning offers and what each person’s circumstances are when looking into their cases.
What’s important to me
My family and friends are very important to me, especially my children and husband, who keep me very busy!
When I do have spare time, I enjoy cooking, eating, going on long walks, and being as active as possible.
I have a Diploma in Regulated Financial Planning and intend to further develop my knowledge and work towards achieving Chartered Financial Planner status in the years to come.