Chloe Drew

Paraplanner

Work

I joined the Financial Services industry in 2017 as a Financial Administrator and achieved my Level 4 Diploma in Financial Planning in 2021.

I have now been a Paraplanner for nearly 7 years and I am currently working towards the Advanced Diploma in Financial Planning and becoming a Fellow of the Personal Finance Society.

Qualifications

Accreditations

Rest and play

I spend my spare time with family and friends, and it usually involves some yummy food.

I enjoy baking, reading and cosy gaming.

I like to go to music concerts and watch shows in the West End.

We asked Chloe...

My favourite holiday destination is

I don’t have a favourite destination; I am still exploring new places

My favourite song to play in the car is

Anything I can sing along to

The first album I bought was

Fearless by Taylor Swift

If I could be any fictional character, I would be

Moana

If I could turn any activity into an Olympic sport, I would win a medal in

Indecisiveness

When the dessert menu arrives, I’m looking for

Something with Lemon

The three qualities that draw me to new people are

People that are kind and make me laugh and are also unapologetically themselves

My pet peeve is

People clapping too loudly

The best gift I’ve ever received is

Concert tickets for my favourite artists

The three people at my dream dinner party would be

Taylor Swift, Alison Hammond and Stacey Solomon

The three small things that make my day better are

Good food, sunshine and music

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Alison Fry

Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Chloe Drew

Paraplanner

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Colin Powell

Chartered Financial Planner

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Nathan Adam

Financial Planner

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Sean Howlett

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Operations Manager

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Rachel Hodgkinson

Office Manager

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Compliance Manager

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Lorena Rebon

IFA Administrator

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