Veeta at work
I have worked in financial services since 1998. In my role as Paraplanner, I provide support to Arron Sharkey and Richard Maddern through compiling research, preparing suitability reports, and regularly reviewing documents for clients.
I liaise with product providers and gather information on products. I am also a member of the DS Howell Investment Committee, researching funds to include in the firm’s Centralised Investment Plan.
QualificationsQualifications
What do you enjoy most about what you do?
Knowing that you are helping clients in achieving their goals.
Meet our clients
We are proud of how we have helped our clients, hear how we have helped them achieve their goals through effective financial planning.
Get in touch
If you want to make the most of your finances, we're keen to help. Please get in touch with us either via telephone or email or by the using the contact form here.