As a Paraplanner, my role is to work as part of a team alongside the advisers and the administration team to provide our clients with a positive and proficient Financial Planning experience. My strengths lie in research, and in preparing and administering a financial plan or recommendation report for a client.
My philosophy has always been, treat people how you wish to be treated and if I say I will do something, it will be done!
This is what I’ve done…
My career in financial services started in 2001 and this is where I met the advisers I work with today. Having worked in the City and the West End of London for 8 years I have developed a wealth of experience and technical expertise in all aspects of financial planning.
When I was asked to work for gpfm it was an opportunity I couldn’t refuse as it was another chance to work with some of the best people I have worked with throughout my career (the dream team!). I have been employed by gpfm from the start and have witnessed its successful growth to where we are today.
…And this is what I’m all about
In January 2011 I relocated to Hertford to be closer to the office (nothing to do with Hertford’s many bars and restaurants!) I have a keen interest in music and I’m an avid Spurs fan. You will find me in the gym most evenings or out and about with friends and family.