I work as a Technical Support Consultant in our Trowbridge office.
My role involves 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 with the Chartered Insurance Institute and am working towards both Chartered and Fellow status.
I enjoy the technical side of financial planning and work closely with our Advisers on how best to assist our clients.
- Pensions and Investments
- Protection planning
- Creating cash flow forecasts
- Financial reports
- Technical and Product Research
- Annual Allowance calculations