At work
At Work: as a Financial Planning Analyst I act, along with the rest of the team as the “engine room” of the business, providing technical and research support. This role is essential for ensuring that client recommendations are well-researched, compliant with regulations, and tailored to individual needs, and makes work for a work life that is varied and never dull.
At home
At Home: I am busy with our lovely family and am a keen, if novice, gardener and cook.
In the spotlight
More team members
Ready to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.
