Paraplanner – Pension Specialist
My primary role is a Paraplanner, working closely with a Financial Adviser to align the research and analysis of clients’ products, needs and objectives to ensure a cost effective and suitable solution is found.
After passing the diploma in regulated financial services in 2014, I have continued to build and enhance my knowledge and experience by supporting a team of Financial Planners and through continuous professional development.
I’m a keen walker and photographer and spend much of my spare time on the Welsh coast path and countryside looking for a nice view to capture. A good coffee and a café is always a bonus.