I provide support to our advisers in meeting the financial planning needs of our clients. Carrying out research, report writing and reviewing our clients’ financial plans. In addition, I provide support to our Compliance Director monitoring compliance within the firm.
I am also responsible for running regular team meetings and provide a feedback link between our Advice, Paraplanning and Admin teams to help drive efficiencies.
Spending time on the beach and in the sea. Walking, running, cycling, swimming and being outside as much as possible. Exploring new places with my family and friends