“Thank you so much for helping me put this pension in place. Your assistance has been crucial in terms of feeling confident to make this decision. I really appreciate it.”
“Phil went above and beyond at all points in the process to help me make sound and informed decisions. I was really grateful to have his help.”
Hannah joined us in 2017 as a Graduate Trainee and – having progressed through her training – now works as a Paraplanner, providing higher-level support to our Financial Planners. She is close to completing the Diploma in Regulated Financial Planning, working towards becoming a Chartered Paraplanner.
Hannah lives near the Norfolk coast and is often found on the beach, exercising her dogs. She also regularly horse rides, runs dog training classes and enjoys walking holidays with her family.
Favourite Part of the Job?
“Working in a small supportive friendly team of people and the variety of work I get given to complete”
Worst Part of the Job?
“When it’s close to the end of the tax year and the workload doubles!”