senior financial planner
T: 01420 83517
As senior financial planner, Chloe supports our advisers with research and prepares the detailed client recommendation reports. She also manages technical queries, which frees up the adviser’s time to spend with clients.
Previously, Chloe worked in paraplanning and compliance for a national firm.
Chloe is currently studying for her Chartered qualification.
BSc in Economics with Business Studies
Diploma in Regulated Financial Planning (DipPFS)
Certificates in Discretionary Investment Management, Long Term Care, Mortgage Advice and Equity Release.
Advanced diplomas in AF5, AF6 and AF7.