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I have been a part of Crowe Financial Planning UK Limited since 2005 and have worked in financial planning since 1995. Over the years, I have gained valuable industry qualifications and diverse experience, having held roles with both independent financial advisors and product providers.
In my current role, I channel my extensive experience into advancing financial planning technology. My ability to review, analyse, and resolve complex queries allows me to consistently achieve better outcomes for both our clients and my colleagues alike. By combining a broad skill set with a practical and results-focused approach, I excel at finding innovative solutions that drive efficiency and success.
