I have worked in the Financial Services Industry for a number of years, both for an Independent Financial Advice Firm and for a large Investment Platform Provider. In both of these roles I have gained valuable experience and knowledge in financial products and services while learning to provide excellent customer service.
I joined DGS in December 2018 and provide administrative and Paraplanning support to Chris Haigh and Danny Newsum. I really enjoy working for DGS, the company has enabled me to build on my technical skills and further my knowledge which is helping me to achieve my goal of gaining a Diploma in Regulated Financial Planning.
- LP2 – Financial services, products and solutions
- R04 – Pensions and Retirement Planning