Specialisms
About
I am the Head of Paraplanning at Menzies Wealth Management, and my primary responsibility is to oversee the development and management of our Paraplanning team. This team is responsible for preparing technical analysis and reports for our clients.
I am also the Chair of MWM’s Investment Committee and assist the Financial Planners with product and investment research and due diligence.
Having achieved Chartered status with the CII, I am dedicated to supporting our Paraplanners and Client Service Managers by improving their technical skills and knowledge of the industry. I aim to ensure that our Financial Planners can deliver exceptional service that is tailored to our clients’ requirements.
I am immensely proud of being a trusted source of guidance and support. Whether it’s through offering solutions, sharing knowledge, or assisting in problem solving, I’ve been privileged to contribute positively to the lives of many. It brings me great satisfaction to witness the positive outcomes of the financial strategies we develop and implement for our clients over time.
In my spare time, I enjoy spending quality time with loved ones and supporting West Ham United Football Club.
If you require assistance with your financial planning strategy, please reach out to me via email.