Paraplanning Manager

By taking a detailed look at clients financial positions, I make sure they’re in the best place to reach their goals and that they’re protected against anything that could stop them getting there. I get real satisfaction out of taking the worry away so they can concentrate on the things that matter!

What’s top of your bucket list?
I’ve always wanted to see the Earth from space. It’s unlikely to happen, so going to all the tennis grand slams in a year is a close second place.

What did you want to be when you were a child?
A horse riding instructor – I didn’t own a horse or anything so I am not sure where this came from!

Best box set to binge-watch?
The Office including Christmas Specials & Life on the Road, it’s an absolute work of genius. “Who’s in charge?” Guilty! Get a new rule book!” – D Brent

Which song gets you on the dancefloor?
We Found Love by Calvin Harris. I have so many good memories attached to this song, I can’t help but love it.

Call:  01332 411 163