I joined the Crowe Financial Planning Team in 2016, bringing with me a strong foundation in the Financial Services industry. I initially joined as a Paraplanner and progressed to leading and then managing the team. I now serve as Head of Paraplanning, overseeing a team of 12, including a sub-team of five.
Over the course of my career with Crowe, I’ve seen the team grow significantly. I’m proud to have played a key role in its development and to have contributed to the changes that have shaped the team into what it is today.
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Stopping withdrawals is not always straightforward. Explore your options, tax implications, and why expert advice is essential before making changes.
Financial planning is a rewarding career. What drives success is a genuine interest and willingness to grow.
With a ‘one pot pension for life’ on the horizon, we look at when pension consolidation may or may not be right for you.
Stopping withdrawals is not always straightforward. Explore your options, tax implications, and why expert advice is essential before making changes.
Financial planning is a rewarding career. What drives success is a genuine interest and willingness to grow.
With a ‘one pot pension for life’ on the horizon, we look at when pension consolidation may or may not be right for you.