I am a Technical Support Consultant in the Monahans Wealth Management Trowbridge office.
Working closely with the Trowbridge based advisers, my role encompasses financial analysis, technical research and the preparation of detailed financial planning proposals and recommendations for clients.
With over 20 years experience, my financial services career began in a large financial organisation in Bristol where I spent 7 years, gaining valuable knowledge and experience on the life and corporate pensions markets, both as an administrator and as a trainer. I then progressed into sales as a Long Term Care specialist, before leaving to spend a year working as an IFA.
In 2001 I joined an IFA Network where I became a Training & Competence Supervisor within the Compliance Department. My role involved monitoring the ongoing competence of a team of advisers and ensuring adherence to regulatory requirements, as well as delivering training and coaching to individuals and groups and providing analytical support to the overall compliance function.
I joined the Monahans Wealth Management's Technical Support team in May 2010.
- Financial Analysis & Research
- Financial Planning Reports
- Long Term Care