Specialisms
About
I am a Senior Paraplanner within Menzies Wealth Management and provide paraplanning support to the Financial Planners. This support includes such things as reviewing clients, financial plans, composing thoroughly researched recommendation reports, and dealing with technical queries
I help our clients by being a point of contact alongside their Financial Planner and being on hand to respond to queries when needed. I have been fortunate enough to work with some very wealthy and interesting clients in my career. The relationship between Financial Planner and the client is a long-term one, and it is pleasing to see the rewards of the planning we implement for each client over time.
What brings me most joy, are my children. Our puppy is a close second.
If you require assistance with your financial planning affairs, please reach out to me via email.