Specialisms
About
I am a Paraplanner within Menzies Wealth Management. My role includes conducting analysis of clients’ financial situations and carrying out research to support Financial Planners in making financial recommendations for our clients.
I work closely with Financial Planners and other team members to provide comprehensive support to our clients and contribute to the overall success of the advisory team.
Outside of work, I have a passion for musicals and enjoy going to the theatre during my free time. I also take pleasure in dancing, spending time with my family and planning my next cruise holiday!
If you require assistance with your financial planning affairs, please reach out to me via email.