Asset & Wealth Management
I have worked in financial services for over ten years, primarily as a paraplanner at wealth management and financial adviser firms. During this time, I gained the diploma for financial advisers from The London Institute of Banking and Finance. I most recently worked at a global advisory firm, where I worked with consultants/advisers to produce client recommendation reports, annual reviews, and was also involved in IFA selection projects. Prior to joining Davies, I worked at a boutique consultancy that focuses on technology in the financial advice market. In addition to consulting work, I managed their adviser software market assessment report.