Experience

Pension Works

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Paraplanning

  • Jan 2021 - Present



Self Employed

• Paraplanner

  • Jan 2019 - Jan 2021

  I consider my role as a Paraplanner to be one that assists you as an adviser to present compliant and professional advice to your clients, in a timely and efficient fashion. I will also where necessary provide ideas and support for the implementation of new processes within an ever-changing regulated environment, to ensure your business works for you. I am experienced in working alongside advisers to identify client needs, especially in the challenging defined benefit transfer arena. Having to provide advice either to “exit or remain” can be an onerous and time-consuming task, with a minefield of hoops to jump through, I can help make this process simple for you. Show less



Johnson Fleming FLP

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Jan 2017 - Dec 2018

  Ensure files are at all times compliant, keeping up to date with changes in FCA guidelines, especially regarding DB transfers, Mainly working with pension transfers for DB and DC schemes, drawdown & investments, Assisting with implementation of a DB Triage process. Ensure files are at all times compliant, keeping up to date with changes in FCA guidelines, especially regarding DB transfers, Mainly working with pension transfers for DB and DC schemes, drawdown & investments, Assisting with implementation of a DB Triage process.



mca group

• United Kingdom
• Accounting
• 1 - 100 Employee

• Practice Manager

  • Apr 2015 - Mar 2016

  Worked closely with 3 Directors to identify weaknesses within the team structure or systems to improve efficiencies and profitability, together with implementing new processes. Worked closely with 3 Directors to identify weaknesses within the team structure or systems to improve efficiencies and profitability, together with implementing new processes.



MONEY4DENTISTS LTD

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Practice Manager / Paraplanner

  • Jan 2008 - Mar 2015

  After 4 years of paraplanning, mainly with protection contracts, I was promoted to manage the practice. This involved, leadership, implementing new systems and processes Systems & Control for compliance and file checks After 4 years of paraplanning, mainly with protection contracts, I was promoted to manage the practice. This involved, leadership, implementing new systems and processes Systems & Control for compliance and file checks