Compliance & Paraplanning Manager.
I have over 15 years’ experience of working in financial services, having started my career with Lloyds Private Banking in 2002, 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 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 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 hours I’m usually planning my next break, as I enjoy travelling to new and interesting places. I also enjoy walking my dog Brody or volunteering as a Dog Walker at Cardiff Dogs Home.
