Get in touch
What’s the best thing about Crowe Financial Planning?
I joined Crowe very recently (April 2023) but have already got the sense of team spirit. Everyone is working in tandem and quick to offer assistance to ensure the best outcomes for our client’s.
Tell me about your role?
I am a Paraplanner predominantly based in the Thames Valley office, although I work with advisers across all offices. I work closely with them to assess client’s circumstances, research, and analyse product offerings and produce reports outlining their financial plan.
What is important to me when delivering client service?
Ensuring clients feel as though they can reach out to us, whatever their query, and know we will go the extra-mile to do what we can to help.
My favourite book and Film.
I enjoy reading non-fiction, particularly history around Ancient Rome and the revolutionary periods in Europe.
Sci-Fi’s are generally my go-to for movies, with Star Wars being my favourites.
What matters to you most in three words?
Family, honesty and enjoyment
What do you enjoy most about your role?
I enjoy researching and demonstrating how a financial plan can have an impact on a client achieving their personal and financial goals.
I love learning new things and this is an industry where you are learning something new every day.
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I enjoy reading non-fiction, particularly history around Ancient Rome and the revolutionary periods in Europe.
Sci-Fi’s are generally my go-to for movies, with Star Wars being my favourites.
My favourite
book and film?
Family, honesty and enjoyment
What matters to you
most in three words?
I enjoy researching and demonstrating how a financial plan can have an impact on a client achieving their personal and financial goals.
I love learning new things and this is an industry where you are learning something new every day.
What do you enjoy most
about your role?
Ensuring clients feel as though they can reach out to us, whatever their query, and know we will go the extra-mile to do what we can to help.
What is important to me when delivering client service?
I am a Paraplanner predominantly based in the Thames Valley office, although I work with advisers across all offices. I work closely with them to assess client’s circumstances, research, and analyse product offerings and produce reports outlining their financial plan.
Tell me about
your role?
I joined Crowe very recently (April 2023) but have already got the sense of team spirit.
Everyone is working in tandem and quick to offer assistance to ensure the best outcomes for our client’s.
What’s the best thing about Crowe Financial Planning?
Get in touch