Becky has worked in the Financial Services industry for over 7 years’. Becky provides direct support to our Financial Advisers, Chris O'Toole and Jonathan Stokoe.
Her responsibilities include:
- Research and analysis
- Preparing Client financial plans and suitability reports
- Product research
- Training solutions and assistance to the administrators
Becky is currently working towards gaining her Certificate in Paraplanning.
Certificate in Regulated Financial Services Operations
Financial Administration Award specialising in Life Products
Financial Administration Award specialising in Pensions