What you'll find me doing at work
I joined Britannic Place in 2015 as a Paraplanner, and since then, Steve has sponsored me through all my exams. Having reached diploma level, my next goal is to reach Chartered Status.
I attend many client meetings, sort any follow-ups, and draft suitability reports to capture our recommendations. My work doesn’t stop there; in the back office, I deal with the technical aspects of the investment arena.
Where you'll find me after work
Outside work, I like to keep myself fit by playing football and going to the gym. I also enjoy reading and dining out. There’s nothing quite like being abroad though. I spend a lot of time in Spain, and dream of those mornings drinking a coffee on El Portet Beach after a run with my wife.
How I'm qualified to help you
I obtained the diploma in Regulated Financial Planning in March 2018 and work very closely with Steve to absorb all I can about financial planning. I am incredibly proud to say that I was previously a finalist in the Professional Adviser Paraplanner of the Year.
In the spotlight
Get to know Dean a little better.