‹ Back to team

As Senior Paraplanner, Laura assists in designing and implementing financial planning strategies for clients and provides technical support to the team. She is also responsible for workflow management and team development.

Laura holds the Advanced Diploma in Regulated Financial Planning and as such is a Chartered Financial Planner. With over a decade of experience working in financial planning, she is also a qualified Pension Transfer Specialist with additional qualifications in insurance, mortgages, equity release arrangements and long-term care planning, as well as ESG and social impact investing.

Laura has also been a member of the Personal Finance Society’s Paraplanner Panel since June 2023.