A brief introduction
I am the Technical Support Manager at Monahans Wealth Management, based in the Bath Office. I am responsible for implementing technical support procedures across all of our offices, making sure that our already high standards are maintained and improved.
In June 2016, I achieved Chartered Status in Financial Planning with the Chartered Insurance Institute and have worked in Financial Services since 2000.
I am a Chartered Financial Planner and became a Fellow of the Chartered Insurance Institute in July 2018.
IHT and Trusts