Senior Paraplanner

We identify where a client and their family want to be, collect and take apart their financial data, before we put it all back together to make sure their financial plan is fully aligned to their bigger picture. Once a client’s happy with the plan, we make it happen and continually monitor that everything’s on track. That’s what I love about financial planning, it’s not a static; it’s something that revolves around clients’ lives, and evolves to fit their changing circumstances over time. The technical side of things is definitely “my bag”. But the best bit is seeing the hugely positive impact we have on the lives of entire families.

What’s top of your bucket list?

To travel through the North Indian State of Himachal Pradesh with my family. It’s a real melting pot of languages, cultures, traditions…and the food looks amazing! And improving my Italian.

What did you want to be when you were a child?

I don’t really recall having a profession in mind. I just remember always wanting to help people.

Best Box Set to Binge-watch

I like to keep the peace, so whatever my wife chooses. Until we get to a Saturday morning when it’s my daughter’s turn to choose (but only for an hour so!).

Which song gets you on the dancefloor?

I really can’t dance but I’ll happily sing along to 80’s tracks (after a few drinks).

Call:  01332 411 163