I started my career after University working in pensions administration dealing with large final salary schemes. I then made the move into Financial Advice administration in 2015. I have worked for a variety of companies in the industry, both large and small, all with different specialisms to try and expand my knowledge across all areas of financial planning. I have been paraplanning since 2017 and enjoy the research-based aspect of it.
Specialist areas of interest and expertise
My personal area of interest is responsible or sustainable investments, often referred to as Environmental, Social, Governance (ESG) investing. I have recently achieved the CFA UK Certificate in ESG Investing'. Having started my career in pensions administration this is the area that I have worked on the most and am probably most comfortable.
Why I joined Buckingham Gate
I was looking for somewhere to grow and further my career experience. Buckingham Gate is a company growing quickly and seemed like an ideal company to join at the point of my career where I have a good foundation and I can really push forward and progress to the next role alongside others looking to do the same. The Estate Planning side of the business is unique amongst Financial Advice firms and I thought it another good opportunity for me to expand my knowledge into something new.
Outside work interests
When I am not in work I like to surround myself with people and create memories through experiences. That could be anything from travelling abroad, finding a new restaurant to try or hosting a party for friends or family. A goal of mine this year is to read more widely so I am always trying to take recommendations from new people and try new genres of books. I also volunteer locally with a charity that is aimed at empowering young girls to achieve their potential.
I’ve found that since getting married people often ask me about my surname! It is a Swiss name and it literally means from (ab) Planalp which is a small but very beautiful village in the Alps near Brienz. I have visited there once which involved having to take a steam train up the mountain to get there or there was the alternative of a very very long hike!