I’ve worked in the financial services sector since 2011 and joined the Gresham team in 2014. My role is to undertake technical and investment research and provide a holistic paraplanning service to our advisors.
In 2019, I completed the Advanced Diploma in Financial Advice with the London Institute of Banking & Finance and achieved Chartered Associate status.
Last year, I was the proud winner of the Personal Finance Society Paraplanner of the Year Award. Outside of work, I love good food and wine but I balance this with regular exercise and yoga. I also enjoy spending time with my husband and young family.
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