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Tara Friedlander Cert SMP - DGS Chartered Financial Planners

Tara Friedlander Cert SMP

About Me

I provide support to IFA, Andy Wray working with his Paraplanner to assist with his day to day administration, research and preparing client reviews.  I enjoy my role and the variety it provides enabling me to further my knowledge within the field of Financial Planning.

My History

I have always worked in an Accounting environment having a number of different roles. I have experience of both Financial and Management accounting. After taking a career break to look after my children, I joined DGS in June 2016.

Qualifications

  • RO1 – Financial Services, Regulation and Ethics
  • RO5 – Financial Protection
  • RO7 – Advanced Mortgage Advice
  • CF6 – Mortgage Advice

AAT (Association of Accounting Technicians)