Independent Financial Adviser, Head of Paraplanning & Research

Qualification: BA Hons DipPFS

Natasha is a fully qualified Independent Financial Adviser and also heads up our Research and Paraplanning Team. Having joined the firm in 2015 after working for two years with a pension provider, Natasha worked her way up the ranks building and developing her existing knowledge, culminating in the completion of her professional exams. She is a font of knowledge on a wide range of technical subjects and a dedicated Team Leader who works hard to ensure that her team feels motivated and challenged as well as appreciated and supported. When advising her own clients, Natasha enjoys the direct interaction this brings and the way it helps her team understand our clients’ needs and goals in the current economic environment. A key part of the senior management team, Natasha is now looking for further personal development by working towards full chartered planner status.

Outside of work, Natasha has a passion for history and loves cooking with her family.