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Hannah Gillies DipPFS - DGS Chartered Financial Planners

Hannah Gillies DipPFS

About Me

Working in the healthcare industry for three years helped to develop my interpersonal and problem solving skills; I in turn recognised my passion for providing an excellent service and building client relationships. Given my long-standing interest in Finance, it therefore felt like a logical move to take on a support role in the Financial Services industry.

After working as a Client Support Administrator for another local Independent Financial Advisory firm, I joined DGS Chartered Financial Planners as a Paraplanner in May 2018. My competence and confidence has grown considerably over the time I have worked at both companies and I am now responsible for providing extensive technical, communicative and administrative support to one of our Chartered Financial Planners, Paul Savuto, in the St Albans office.

Alongside Paraplanning, I am starting to provide Financial Protection advice to individuals. I am currently studying towards my Chartered Status, having achieved the Diploma in Regulated Financial Planning in 2018, with the long term-goal of becoming a Chartered Financial Planner.

Qualifications

Advanced Chartered Insurance Institute Qualifications:

  • AF5 – Financial Planning Process
  • AF8 – Retirement Income Planning

Diploma in Regulated Financial Planning:

  • R01 – Financial Services, Regulation and Ethics
  • R02 – Investment Principles and Risk
  • R03 – Personal Taxation
  • R04 – Pensions and Retirement Planning
  • R05 – Financial Protection
  • R06 – Financial Planning Practice

Further Chartered Insurance Institute Exams:

  • LP2 – Financial Services Products and Solutions
  • J10 – Discretionary Investment Management