Senior Paraplanner
DipPFS
Interacting with clients and being part of them achieving their goals.
Coffee, lots and lots of coffee.
Spending time with family & friends; meals/drinks out/ random days out.
Drink more water!
Grease… and Mamma Mia
On a sandy beach with a cocktail in each hand and a butler keeping them coming.
Our lives are busier than ever, that’s why one of our team will call you back to see how we can help. Just fill in the contact form and we’ll do the rest!