As a Paraplanner, I work closely with our Financial Planners, carrying out technical research and writing recommendation reports for our clients. I take the lead on paraplanning for new clients joining Emery Little, ensuring their onboarding process runs smoothly. I also collaborate with our Administrators to implement recommendations effectively.
In my role as Vice-Captain of the paraplanning team, I support our team leader Satu with day-to-day operations, helping to maintain high standards across our technical research and documentation.
Outside of work, family life keeps me busy. My wife Emily and I have a young son, Harvey, who fills our days with energy and excitement. When I get the chance, I enjoy catching up with friends and family over dinner or a pint at the pub. Every now and then I like to see what’s new at the cinema and Emily (patiently) allows me to chew her ear off about it afterwards.
I love experiencing life with those closest to me and tend to embrace any opportunity for good company and new experiences.