Paul Green
Head Paraplanner
I have been working in the Financial Services sector for 25 years, initially with product providers before moving to the independent sector.
My role involves working alongside our financial advisers to create and recommend a plan to meet our customers’ needs, analysing and assessing the information gathered before presenting it to the adviser.
Outside of work I spend as much time as possible with my wife and son. I enjoy watching cricket – I support Hampshire and try to get to as many games as I can during the season.
David Stewart
Caroline Rupik
Jane Woodman
Peter Staple
Andrew Dawes
Oliver Paul
Sara Purtak
Lauren West
Rachel Daw