Megan

Financial Planning Intern

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01937 223 055

At work

Megan joined the team in July 2024 and will be spending the next 12 months with us on a work placement as part of her Degree at Leeds Beckett University.

At home

Megan is originally from Portsmouth where she was a keen footballer player. She is currently living in Leeds while she completes her degree in Business Economics at Leeds Beckett University.

In the spotlight

What do you like about working at Berry & Oak?

We all work hard towards shared goals, either independently or as a team. Everybody is always happy to spare time to help – it’s a good working environment.

What does the day in the life of a Financial Planning Intern look like?

Each day is different, but I can confidently say that everyday I learn something new or develop a new skill to broaden my knowledge.  There are always different tasks to be completed, and I’m always happy to help others as and when I can.

What are your top three life highlights so far?

  • Bathing elephants in Thailand
  • Getting scouted for Portsmouth ladies FC back home
  • Swimming with dolphins in Mexico

What is an ability you wish you had?

To be able to shapeshift so that I can experience the world from different perspectives.

What’s currently top of your bucket list?

Go on a hot air balloon safari in Tanzania

Which song gets you on the dancefloor?

Baggy trousers by Madness

What’s the one talent you have, that people would be surprised to know about you?

I can do the worm.

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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.

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