As a paraplanner, I work closely with our Financial Planners, conducting technical research and preparing investment reports. I focus on translating complex information into clear recommendations that help clients understand their financial options.
My role involves collaborating with both the planning and administration teams to ensure our recommendations are thoroughly researched and effectively implemented. You could say we’re the ‘middle office’ where all the detailed analysis takes place.
Outside of work, music plays a central part in my life. I sing bass in a chamber choir and enjoy playing the organ, piano and cello. I’m an omnivorous reader – you’ll often find me thoroughly absorbed in whatever book has caught my interest.
