Natalie's 9-5
Newly graduated, Natalie is our paraplanner and is working towards achieving her Diploma in Regulated Financial Planning.
Her day-to-day duties include meeting preparation, undertaking relevant research using back-office systems, creating suitability reports for clients, liaising with product providers, and preparing cashflow modelling for clients.
Natalie's home life
Most of Natalie’s evenings are spent at the gym, lifting weights and working out.
She enjoys cooking at home, experimenting with Asian cuisine, and loves walking and exploring new places, especially in nature. Outgoing and sociable, she enjoys spending time with family and friends.
She also keeps up to date with business and financial news, as staying commercially aware is important to her.
Natalie in the spotlight
That’s not all. There is so much more to learn about Natalie before you meet them for yourself!
Question:
What is your favourite holiday destination?
Answer:
The Bahamas.
Question:
If you could be any fictional character, who would you be?
Answer:
Lisa Simpson.
Question:
What’s the best gift you’ve ever received?
Answer:
Life!
Question:
What are the three small things that make your day better?
Answer:
Positivity, laughter and music.
Question:
Who would be at your dream dinner party?
Answer:
Rihanna, Leonardo DiCaprio and Tyson Fury.
Meet the team
We pride ourselves on our strong team ethos. Find out more about who we are and what we do: