- BA English Literature
- Institute for Financial Services - Level 4 Diploma Qualified.
As part of the Wealth Planning team, I work closely with our administrators, advisers and my fellow paraplanners to create and deliver clearly written, properly researched investment reports to clients.
I carry out research within all relevant financial planning areas, including life assurance, investments and pensions.
My work usually includes delivering good news about your investment portfolio, explaining why a particular holding should be replaced or increased or advising you how to make the most of tax-free allowances such as the Individual Savings Account (ISA).
Our Wealth Planning clients receive an ongoing service, rather than a one-off transaction. As part of that, I regularly prepare investment reviews, suitability reports and recommendation reports for clients.
I have also been involved in reviewing client investments and pensions to keep them on track and up dated. There is no 'typical' investment client and each report is individually prepared to reflect and address your needs and appetite for risk.
It is a great feeling to see an investment or portfolio meeting a client's needs, perhaps by generating a tax-free income or achieving tax-efficient growth to fund their hard-earned retirement.
Big changes have been announced in the world of pensions. I am looking forward to working with our advisers to help clients understand and make the most of the new pension framework.