Chartered Senior Paraplanner
I have over 20 years’ experience of working in financial services, having started my career with
Lloyds Private Banking, as a Private Banking Manager’s Assistant.
After 10 years of working in a variety of support roles within private banking and wealth
management, I made the move to independent financial advice.
I joined PDB Wealth Partners in 2014, as a Paraplanner, where a large part of my role involves
assisting the Financial Planning Consultants, carrying out technical research in order to make
recommendations, and preparing financial planning reports in-line with client requirements and
goals. I spend the majority of my time working with complex retirement plans, including cash flow
plans and defined benefit pension transfer analysis.
I hold a variety of qualifications including the Chartered Insurance Institute’s Advanced Diploma in
Financial Planning and Chartered Financial Planner status
Outside of work I enjoy watching F1, spending time with my young twins, Finley and Elodie and
walking our dog Brody.
