Having joined the Penny Group as a Diploma-qualified paraplanner in 2023, I have continued to develop my knowledge and experience, achieving Chartered status and progressing into an adviser role. Supporting the partners has given me valuable insight into the positive impact that high-quality financial advice can have on clients’ lives. My background in paraplanning has provided me with a strong technical foundation, which I now use to make a direct difference to clients through clear, tailored financial planning solutions.
