I am Compliance Manager and also work as a Technical Support Consultant in our Trowbridge office.
My role involves ensuring that our business remains compliant and maintains high standards, as well as producing financial reports, conducting product research, creating cash flow models and analysing client needs.
I joined Monahans Wealth Management in July 2019, having previously worked for an Independent Financial Adviser in Northamptonshire. I have obtained the Advanced Diploma in Financial Planning and have achieved Chartered Financial Planner status and am a Fellow of the Chartered Insurance Institute.
I enjoy the technical side of financial planning and work closely with our Advisers on how best to assist our clients.
- Pensions and Investments
- Creating cash flow forecasts
- Financial reports
- Technical and Product Research
- Annual Allowance calculations