Lavinia Macdonald

PARAPLANNER

Lavinia has 13 years’ experience in the financial service profession, working in various roles from administration to paraplanning.

Professional

I undertake technical research and write client reports. I also deal with client queries and liaise with providers. I liaise with clients as part of their initial set up and ongoing service, answering queries, keeping them up to date and providing valuations.

I’m currently studying towards achieving the Advance Diploma in Financial Planning.

Personal

I am married with a one-year-old daughter. I like gardening and growing my own vegetables. I also enjoy crafting such as making greeting cards and wall decorations.

Qualifications

View Lavinia's qualifications

Lavinia's qualifications

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

The level 3 Certificate in Financial Services meets the needs of those working in operational and technical support roles, offering two targeted learning routes.

At the end of this unit, candidates should be able 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, mortgage products, repayment options and the giving of mortgage advice.

The objective of this unit is to develop a knowledge and understanding of the role and activities of the life and pensions sector and organisations’ and individuals’ regulatory and legislative responsibilities.

HDA is a very friendly firm and very knowledgeable in what they do. They have advised me very well over the last 30 years.

John Mitchell, Gloucester

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