A brief introduction
I joined Monahans Wealth Management in September 2017 and have attained the Level 4 Diploma in Regulated Financial Planning with the Chartered Insurance Institute.
I enjoy the ever changing financial legislation, which constantly shapes the way our financial planning reports are written and keeps the role challenging.
I began my career in finance by training as a Mortgage adviser for large brokerage followed by some of the high street banks. However, I decided my interest was in Pensions, Investments and Financial planning, so after a brief period working for an investment platform I became a Paraplanner.
I have now been in a Paraplanner / Financial report writing role for over five years and I am constantly trying to improve my technical knowledge to provide the best possible service to our clients.