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

A very professional organisation, thank you

Mr D Powell