Experience

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  Chase de vere

  Jun 2002 - Apr 2006

  Business co-ordinator
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  Towry

  May 2006 - Jun 2014

  Wealth planning associate

  Prepare written advice and provide technical research services to a team of Wealth Advisers to assist with the achievement of business targets. Research of a client’s financial situation to establish suitability and offer solutions where appropriate.Specialisms include Lifetime Financial Plans, Cash flow analysis, Investment and Pension Reviews, Occupational Pension Reviews, Estate Planning advice, Protection Reviews, Annuity Recommendations and Drawdown advice.Contributing towards the development of more junior members of the team and monitoring their development. Show less

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  Holden & partners - independent financial & investment advice

  Jun 2014 - now

  Providing analysis and technical research in a wide range of financial planning areas with a particular focus on analysis of investment and pension portfolios, retirement planning strategies and building cash flow forecasts. Development of report templates and regulatory wordings.

  • Paraplanning Director

    Jul 2023 - now

  • Paraplanning Manager

    Apr 2016 - Jul 2023

  • Paraplanner

    Jun 2014 - Apr 2016