I joined the company in 2004 as an office junior. Since then I have achieved the Diploma in Financial Planning with the Chartered Insurance Institute.
Initially I was responsible for preparing all of the valuations for our clients, from there I moved into a PA role, assisting one adviser and their portfolio of clients.
After gaining experience of the advice process, I moved over to the Techincal Support role. I produce financial reports, work on technical projects in the business, assist in implementing business changes and undertake ongoing technical research.