As a Paraplanner, I work closely with our Financial Planners, carrying out technical research and writing recommendation reports for our clients. I also work with our Administrators to ensure that recommendations are smoothly implemented.
I’m often present at clients’ annual review meetings. Meeting our clients gives me a greater connection to the work I do for them behind the scenes.
As well as day-to-day paraplanning, I’m also ‘Vice-Captain’ to Satu, our team leader.
I’m husband to my wife, Emily and Dad to our son, Harvey. He was born in February of 2021, so it’s pretty full on.
If I’m not carrying out my dad duties, I love going for dinner and/or a pint with friends and family. Every now and then I like to catch up with what’s new at the cinema and Emily (patiently) allows me to chew her ear off about it afterwards.
Ultimately, I just love experiencing life with those closest to me and will rarely say no to any offers that come my way!
