I coordinate the paraplanning team, providing expert report writing and technical support for our financial advisers.
I hold a number of financial advisory qualifications, including CeFA, DipFA and ACSI.
Who is Vicky?
What do you enjoy most about your job?
I enjoy being able to use my experience to help our clients understand their financial position through the use of easy to understand recommendation letters.
What do you do outside the office?
Most of my time is spent looking after my toddler.
What's your ideal weekend?
Spending time with my family.
Italy – Venice in particular.
Dream dinner party guests?
Leonardo Da Vinci, James Dean, Emily Bronte, and John Travolta.