Specialisms
About
I am a Paraplanner at Menzies Wealth Management, collaborating with the Financial Planners to assess clients’ current financial plans while also making new recommendations aimed at meeting their financial goals.
I also assist other members of the team to contribute to the overall success of our company.
To fulfil this role, I have acquired several qualifications, including a Diploma in Financial Planning, Certificate in Mortgage Advice and Practice, and Certificate in Regulated Equity Release.
Aside from work, I take pleasure in spending quality time with my family. Additionally, I find it gratifying to maintain my fitness by regularly visiting the nearby gym.
If you would like to speak with a Financial Planner, feel free to reach out to me and I would be pleased to schedule you an appointment.