Dip PFS BA (Hons)
Paraplanner
Mhairi joined us as a Trainee Paraplanner in October 2020.
She successfully completed her CII Level 4 Certificate in Paraplanning in December 2022 and her CII Level 4 Diploma in Regulated Financial Planning in June 2023.
She also has a degree in Business & Management at Leeds Beckett University
Mhairi likes Food
Mhairi dislikes Traffic
According to Quilter without the benefit of a money advisor, over £300 billion in cash savings are sat in bank accounts that pay no interest at all. But why? That main reason seems to be a lack of interest (literally!). Almost 40% of people say that they don’t talk to anyone about their finances, let alone a professional money advisor. 27% said tha...
Awards and Accreditations
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Mr & Mrs P
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