I work in the Technical Support Department in Swindon, predominantly providing support to Andrew Hunt.
My role involves undertaking reviews of client portfolios, carrying out product and fund research, producing financial reports and implementing recommendations.
I have been working the Financial Service sector for 15 years, mainly within Independent Financial Adviser practices. I have a wide range of experience and knowledge ranging from mortgages, personal protection, pensions and investments.
I joined Monahans Wealth Management in 2010 and have since achieved a Diploma in Financial Planning with the Chartered Insurance Institute.
- Reviewing Client Portfolios
- Product Research
- Financial Reports