Senior Paraplanner

Clients often come to us with complex financial arrangements, but more important are the goals they want to achieve. Once we’ve met and asked the right questions about what makes them tick, I do lots of analysis, reviewing and cashflow modelling to determine the right structure for their wealth.

What’s top of your bucket list?
Going to all the tennis Grand Slams. I have a long way to go as I have only ticked off Wimbledon!

What did you want to be when you were a child?
Growing up on a farm I thought I’d become a farmer like my father. But driving a tractor wasn’t as fun as it sounded!

Best box set to binge-watch?
Peaky Blinders. Despite being cold and ruthless you can’t help rooting for The Tommy and his gangsters.

Which song gets you on the dancefloor?
Arctic Monkeys – ‘I bet you look good on the dance floor’. Love my indie

Call:  07973 657817