What is your role?

I am a Trainee Paraplanner. My role is also varied but primarily I support John in servicing clients by preparing for meetings and analysing client data.

What is your background?

I worked for Fielding Financial Planning part-time for a year while completing my BSc Honors degree. After I graduated I worked for a Digital Services company for over 4 years and then re-joined Fielding Financial Planning in April 2018. I am currently studying for a Certificate in Paraplanning.

What do you love about your job?

The best thing about my job is having John’s wealth of knowledge and experience to tap into as this is invaluable to me. I also have really enjoyed getting to know our existing clients and love hearing the stories they have to tell.

What do you do in your spare time?

I have a young son so I love nothing more than quality family time together making memories. I also enjoy baking and am partial to a gin & tonic.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Fielding Financial Planning Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.
TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
Fielding Financial Planning Ltd is registered in Northern Ireland under reference N1611530. Registered company address: Unit 4, 16 Prince Regent Road, Belfast, BT5 6QR

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