Darren's Team

 

 

 

In her own words:

 

"I have been PA/Technical administrator to Darren since joining the company in June 2010. My role is to support Darren in all aspects, including writing financial reports/advice letters, preparation of client portfolio reviews, processing changes to client's portfolios, research and analysis and other general administrative duties (and, of course, being a point of contact for our clients).

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I have Financial Planning Certificates to level 3, and also a Certificate of Mortgage Advice & Practice."

In her own words:

 

"I have worked closely with Darren and Jim Salmon since 2012, as a PA for both, assisting in the development and execution of portfolio reviews, research and analysis, liaising with clients and providers and general administration.

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I hold the Certificate in Mortage Advice & Practice (CeMAP) and am also studying for the CII Certificate of Paraplanning."