Having had some experience in financial services at my previous role, I joined Wealth Experts in June 2019 and they have provided me with a platform and a pathway to obtain my qualifications and progress further in my career. I am currently progressing through my Diploma in Regulated Financial Planning on route to becoming a Chartered Paraplanner.
My day-to-day role involves working alongside the advisers and putting together investment reports and advice letters tailored to individual client’s needs.
I also do regular research and plan analysis, helping to keep clients financial plans up to date and as tax efficient as possible.
What do you enjoy most about your job?
The aspects of my job I enjoy the most are seeing the impact we have for clients in helping them achieve their financial objectives.
I also enjoy developing my knowledge and feel I’m continually learning something new. I feel privileged to work with such knowledgeable but down-to-earth colleagues.
How do you most like to spend your time outside of work?
Outside of work I enjoy playing football and cricket and spending time with my partner Ellen.
Something guaranteed to make your day better…
Coffee and a Manchester United win.
Book a meeting with one of our wealth experts, call 01782 345100 or book online.