Experience

Qualifications

• Diploma in Regulated Financial Planning

• Certificate in Financial Planning

Experience

• 20 years in the industry

• 15 years working as a Paraplanner

  • Worked with Intrinsic/Positive Solutions Network (now Quilter) and SimplyBiz

  • Researching funds, providers, products

  • Suitability Reports including:

    • ISA's & Collectives

    • Bonds

    • Pensions & Drawdowns

    • BPR

    • Annual Review Reports

    • Protection

    • Long Term Care