
I have 12 years’ experience in financial planning as a paraplanner. I enjoy the variety of work that is involved, such as investment analysis, report writing and lifetime cashflow modelling. I am currently one exam away from completing my Diploma in Financial Planning which would open the door to advising clients in the future. I am proud to have passed the first 5 papers, and also to have a BA Honours degree in Finance. In my spare time I enjoy reading and spending time with my family, as well as keeping active.
Our team is ready to discuss your financial goals
Backhouse Independent Financial Services Limited is authorised and regulated by the Financial Conduct Authority. FCA Firm Reference Number: 126319. https://register.fca.org.uk For further information on our costs and services, please contact us.
The information and guidance contained within the website is subject to the UK Regulatory Regime and is therefore primarily targeted at customers in the UK.
Oakmount House 9 Carrside Lomeshaye
Business Park Nelson, Lancashire BB9 6RX
Telephone:
Email:
Monday - Friday: 9:00 am to 5:00 pm
© Backhouse Independent Financial Services Limited.
Registered in England.: Company No. 01140032.