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. I really enjoy working for DGS and 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
- RO1 – Financial services, regulation and ethics
- RO2 – Investment principles and risk
- RO4 – Pensions and retirement planning
- RO5 – Financial protection