TRAINEE CHARTERED FINANCIAL ADVISER / PARAPLANNER
I’ve worked in financial services for over 20 years, as well as previously working in banking, insurance and mortgages.
In my role as a Paraplanner, I operate as a link between our team and our clients, ensuring that the team runs smoothly, and our clients receive the best possible service.
I spend as much time as possible outside of work with my family, including my two young children. We spend our time taking as many day trips as possible.
In the rare times I find myself with free time, I enjoy watching rugby and cricket, and play a round of golf once a month.
Having achieved the APFS designation, advisers can go on to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like personal tax and trust, pensions and investment planning.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This assesses the candidate to apply and evaluate supervision principles and practices in a retail financial services business.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses the ability to analyse and apply financial information and portfolio management skills.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.