What makes me tick?
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!
• Holidays and weekends away
• Eating out
0115 907 5226