I joined IEP as a Paraplanner in November 2021, moving to assist William Lewry in the servicing of his client bank at the beginning of 2023. I have been working in the Finance industry for over the last 10 years, initially providing administrative support before moving on to Paraplanning.
My previous professional experience includes roles focused on Paraplanning and Technical support at various St. James’s Place Practices as well as other Independent Financial Advisers. I am currently studying for my Diploma in Regulated Financial Planning.
Outside of work I enjoy keeping active and am a regular at the gym as well as spending time with my Wife and Daughter with our variety of unique animals.