How would you describe your role within AEON?
I am Tony Long’s paraplanner. My job involves preparing the clients files, completing research on the various products and funds, maintaining clients records and producing portfolio reports, whilst keeping up to date with the changes in legislation and compliance. I also organise most of Tony’s appointments and interact with most of his clients who will use me as the first port of call with any queries they may have.
What qualifications do you hold?
Level 3 Certificate in Financial Planning, Financial Services, Regulations and Ethics (RO1) and the Certificate in Life and Pensions.
What is the most valuable piece of advice you have been given?
Don’t do anything I wouldn’t do!
What interests do you have?
Supporting Leeds United at Elland Road, watching the soaps on TV, holidays and weekends away and spending time with my grandchildren.
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
Star Wars, the Empire Strikes Back.
Everton FC (not Leeds Utd!)