About Me
I recently joined Baggette + Co. as a Paraplanner, supporting advisers and clients with technical research and the preparation of suitability reports. I work closely with the advisory team to ensure recommendations are well researched, clearly documented and tailored to each client’s individual needs.
My Professional Background
I have worked in financial services for over 25 years, gaining extensive experience across wealth management and financial planning. Throughout my career, I have developed a strong understanding of the financial planning process and the importance of delivering clear, well-structured advice to support clients in achieving their financial goals.
What Drives Me in My Work
What drives me in my role is the opportunity to use my experience in financial services to support advisers and help deliver positive outcomes for clients. I enjoy the technical side of financial planning, particularly carrying out research and ensuring recommendations are well considered and clearly documented.
Being part of a team that works together to provide clear, well-structured advice and help clients achieve their financial goals is something I find both rewarding and motivating.
Life Outside of Work
Outside of work, I enjoy spending time with my family and my daughter, as well as getting out for walks with my dog. I also enjoy eating out and making the most of time by the coast, particularly beach walks when I get the chance.