Following the success of last year, we’re delighted to announce that we have appointed a new Paraplanner to support our growing client base; this is the third new member of staff in the last six months after we welcomed Conor and Darren to the team last year.
Suzanne has worked as both a Paraplanner and Adviser in a wide range of firms for over 20 years, including solicitors, accountants and Independent Financial Advisers. Having achieved her Diploma, Suzanne is now progressing towards Chartered status.
Mark Stewart, Director of Sheards Wealth Management, commented:
“Suzanne joins us at a very exciting time and we’re delighted to have her onboard to support our team. We had a fantastic year in 2017, with a record turnover resulting in the appointment of Darren, an Independent Financial Adviser and Conor, a Finance Administrator, and 2018 is set to be another busy year for us.”