Laura Randall

I work in the Technical Support Department, predominantly with Simon Ewings. I really enjoy the research and investigation side of my job and going that 'extra mile' for clients.

A large part of my role is writing financial reports, alongside this I undertake ongoing research and investigations at client and business level.

My background

I joined the company in 2004 as an office junior. Since then I have achieved the Diploma in Financial Planning with the Chartered Insurance Institute.

Initially I was responsible for preparing all of the valuations for our clients, from there I moved into a PA role, assisting one adviser and their portfolio of clients.

After gaining experience of the advice process, I moved over to the Technical Support role. I produce financial reports, work on technical projects in the business, assist in implementing business changes and undertake ongoing technical research.

  • Research
  • Technical Summaries
  • Financial Reports
  • Business Protection
  • Co-ordinating
  • Training and Coaching
Contact Laura