Becky MacDiarmid

Admin Team Leader

Becky has worked in the Financial Services industry for over 10 years’ and provides direct support to all our Financial Advisers, whilst overseeing our administration team.

Her responsibilities include:

  • Providing support and overseeing our administrators on a day to day basis
  • Preparing Client financial plans and suitability reports
  • Product research
  • Assists our Director with Internal processes and Compliance



Career Milestones

Certificate in Regulated Financial Services Operations

Financial Administration Award specialising in Life Products

Financial Administration Award specialising in Pensions