I oversee the day-to-day management of the Advisor Support Team to aid advisers and paraplanners with planning for our clients. I have CertPFS and MAQ and I have worked in financial services for 34 years. I have had many roles, mainly support work, but I have also worked as a complaints handler and a file auditor.
My husband and I have a canal boat and like to spend as much time as possible cruising the canal system. Its interesting to think that hundreds of years ago canals were the main way of transporting cargo.