A brief introduction
I am a Technical Support Consultant in the Monahans Wealth Management Trowbridge office.
Within my role I conduct technical research and analysis and prepare financial reports in accordance with clients' objectives.
I started my career in the financial services when I was 16 working as a cashier for a high-street bank whilst continuing my studies. I quickly realised that I had a strong interest in this area and once I had obtained my degree In Applied Social Science I decided to pursue a career in financial services. My first graduate job was a pensions administration role, and from there I moved on into IFA administration and then paraplanning.
I gained my Level 4 Diploma in Financial Planning via the IFS School of Finance and am currently in the process of converting this to the Chartered Insurance Institute Diploma in Regulated Financial Planning. I began working for Monahans Wealth Management in April 2017.
Co-ordinating Team Work Levels
Updating Financial Data