Chloe Drew

Chartered Paraplanner

Work

Chloe joined the financial services profession in 2017 as a financial administrator and achieved her Level 4 Diploma in Financial Planning in 2021. Chloe has been a paraplanner for more than seven years and achieved the Advanced Diploma in Financial Planning in 2025, becoming a Fellow of the Personal Finance Society.

Qualifications

Accreditations

Rest and play

Chloe enjoys spending time with family and friends, usually over some yummy food. In her spare time, she likes baking, reading, and gaming. She also loves going to music concerts and catching a show in the West End.

We asked Chloe...

Your favourite holiday destination?

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

Your favourite song to play in the car?

Anything I can sing along to

The first album you bought?

Fearless by Taylor Swift

When the dessert menu arrives, what are you looking for?

Something with Lemon

What three qualities draw you to new people?

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

The best gift you've ever received?

Concert tickets for my favourite artists

The three people at your dream dinner party would be?

Taylor Swift, Alison Hammond and Stacey Solomon

What three small things make your day better?

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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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Chloe Drew

Chartered Paraplanner

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Colin Powell

Chartered Financial Planner

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Nathan Adam

Financial Planner

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Sean Howlett

Chartered Financial Planner

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Luke Pringle

Financial Planner

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Lewis Keates

Paraplanner

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Paige Gray

Operations Manager

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Rachel Hodgkinson

Office Manager

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Rebecca Smith

Client Services

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Michelle Good

Compliance Manager

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Lorena Rebon

Client Services

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One question before you go…

How much is enough? Paul Armson’s new book explores that question not just financially, but in terms of our time, ambitions, relationships and the life we want to lead. We think it’s the perfect tool to help you get more from financial planning.

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