Qualifications
Cerys Morgan
Trainee Paraplanner
Meet Cerys
My day to day role includes researching products and providers to help find the most suitable product for our clients. I use software analytic tools to conduct our quarterly product guide research. I help prepare annual reports, suitability letters and gather platform documents ready for the advisers meetings. A key part of my role is staying up to date on financial matters. This enables me to update our Monthly Commentaries and Fund Bulletins.
I enjoy being part of such a hard working team. I am currently undertaking exams to achieve my Diploma in Regulated Financial Planning.
What our clients say
Read testimonials from some of our valued clients and learn more about the help we can offer.
“Working with Alex is absolutely superb; we have full confidence in him.”
Gareth & Gwen James
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Graham Tottle
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Rich & Rob Yarwood
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