How would you describe your role within AEON?
I work within the Paraplanning and Administration team at AEON, providing support to our advisers throughout the advice process. My role includes preparing annual review packs and assisting with the submission and implementation of advice following client meetings. I help ensure the advice process runs smoothly and efficiently, providing accurate and timely support to both our advisers and clients.
What is the most valuable piece of advice you have been given?
Treat others how you would want to be treated yourself.
What interests do you have?
Horse riding and recently started volunteering at a disabled horse riding school.
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
Holiday – Pembrokeshire, in particular Tenby
Book – no actual book to name, just read fiction
Film – Dirty Dancing
