Laura Randall

A brief introduction

I work in the Technical Support Department, predominantly with Simon Ewings. I really enjoy the research and investigation side of my job and going that 'extra mile' for clients.

A large part of my role is writing financial reports, alongside this I undertake ongoing research and investigations at client and business level.

Background

I joined the company in 2004 as an office junior. Since then I have achieved the Diploma in Financial Planning with the Chartered Insurance Institute.

Initially I was responsible for preparing all of the valuations for our clients, from there I moved into a PA role, assisting one adviser and their portfolio of clients.

After gaining experience of the advice process, I moved over to the Techincal Support role. I produce financial reports, work on technical projects in the business, assist in implementing business changes and undertake ongoing technical research. 

 

Expertise

Research
Technical Summaries
Co-ordinating
Training and Coaching
Business Protection
Financial Reports

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Client testimonial

While the freeing up of the rules around pensions is to be welcomed, it does mean that the choices to be made have become much more complex. We felt that the advice given provided solid guidance through this potential minefield!

Dr Philips