Senior Paraplanner

I love meeting new clients and helping them achieve their future goals by putting good financial planning in place. We see if they’re paying too much in tax or fees or not getting enough growth from existing planning. Then we’ll show them how they can meet their goals by following our advice.

What’s top of your bucket list?
Travel. Specifically to India for the food and culture and also to Africa – I’d love to climb Kilimanjaro and experience a safari.

What did you want to be when you were a child?
An optician, because I thought it would be “cool”.

Best box set to binge-watch?
Friends. I still laugh every time I watch it.

Which song gets you on the dancefloor?
 N-Trance – Set You Free, it brings back memories from university.

Call:  01332 411 163