I have just over 20 years of Financial Services experience including BDO Investment Management, Ashcourt Rowan and Montage. My roles have been as an administrator together with providing investment research. I joined HarperLees in September 2018 after being a Client Service Manager for four years and I’m now responsible for providing support and research as a Paraplanner.
To complete my Investment Management Certificate – Unit 2. Then continue study towards the Diploma in Regulated Financial Planning.
Investment Administration Qualification
CF1 – Certificate in UK Financial Services & Regulation
CF2 – Investment & Risk
Investment Management Certificate – Unit 1
When not at work, I enjoy
- Spending time with my family. I enjoy going to the cinema and being creative in arts & crafts.
- I love to holiday in new exciting places and push myself out of my comfort zone.
- This year I managed to Zipline almost 5km in the Mexican Jungle.
What’s on my Bucket list?
- Further exploration of various countries and continents
- Move to Gibraltar in retirement.