My role mainly consists of writing financial reports outlining the adviser’s recommendations and conducting research to assist with clients’ financial planning.
I have worked in financial services since 2014. Starting as an Administrator for Phoenix Life, then later joining the Special Processing Unit at MyCSP. I moved into a Paraplanner role at Wealth at Work in 2018 and then a brief spell with Chase De Vere. I joined the Pavis (now Verso Wealth Management) Paraplanning team in February 2023.
I spend evenings coaching and training at my local boxing gym. On weekends, I can usually be found either at the Everton match, fishing the local waterways with friends or out on a nature walk.