As Paraplanning Team Leader, I oversee our paraplanning function, ensuring we maintain high standards across all technical research and documentation. I work closely with our Financial Planners to deliver clear, comprehensive recommendation reports for clients.
I take the lead on paraplanning for new clients joining Emery Little, ensuring their onboarding process runs smoothly. My role involves managing workflows, supporting team development, and collaborating with our administration team to implement recommendations effectively.
Outside of work, family life keeps me busy. My wife Emily and I have two young children, Harvey and Maisie, who fill 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.
