Keila Stocks

Paraplanner

Keila-StocksWhat makes me tick?

Work

I joined the Russell Ulyatt Group Paraplanning team in 2015 and really enjoy working to create a suitable financial plan that can achieve our clients’ objectives.

My role is to assist our Financial Advisers with technical advice and suitability reports.

The part I enjoy most about my role is taking complex technical information and presenting this in a structured and clear format.

I hold a degree in Financial Services and my professional qualifications include the Certificate in Financial Planning, the Retirement Provision Certificate and  the Diploma in Financial Planning.

Out of work

Taxi service for my four teenage daughters!
Walking
Holidays and weekends away
Eating out

tel0115 907 5226
emailkeila.stocks@therugroup.com

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