Nina helps with the research of different solutions and then ensures the accompanying recommendation report is compliant and has all the information required to meet the exacting standards of the financial regulator.

Nina is a former bank financial adviser. She was drawn to Berry & Oak because of its independent status and commitment to working hard to ensure clients receive excellent customer service and the most suitable financial advice to ensure they can achieve their life goals.

Married to Dave who runs the family farm, she has two sporty sons, so she has a busy life in and out of the office! Nina grows her own orchids and enjoys watching the boys play football & rugby league.

What do you like about working at Berry & Oak?
We get on well as a team and have fun socialising together, which is essential for working in such a busy office.

What does the day in the life of a Paraplanner look like?
My job as a Paraplanner is to write the reports confirming the advice the Financial Planners are giving. It’s also to perform due diligence on new providers and their products as well as ensuring the Planner’s advice is well researched and documented. As you may imagine, there’s a lot of paperwork that must be completed correctly to open and manage financial products. We work in a highly regulated industry, so ensuring all advice is suitable and that the documents include everything necessary is a large part of my role.

What are your top three life highlights so far?

1. Helicopter ride over NYC
2. Becoming a mum
3. Meeting Prince Charles on a visit to Yorkshire

What is an ability you wish you had?
To be fluent in a second language & to ‘make more time!’

What’s currently top of your bucket list?
To own a holiday home in the sun

Which song gets you on the dancefloor?
I Gotta Feeling by Black Eyed Peas

What’s the one talent you have, that people would be surprised to know about you?
I can do the splits!

Ready to talk?

If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.

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