Hannah

Paraplanner

After obtaining her BSc in Mathematics from Exeter, Hannah worked for a large regional investment management business before becoming part of the Paraplanning Hub team in 2020.

Hannah is a key member of the paraplanning team and spends the majority of her time reviewing investment portfolios as well as assisting with the creation, implementation and managing of the Central Investment and Central Retirement Propositions of our clients.

Hannah initially set off down the CISI investment management path although has recently switched to commence studying towards her CII Diploma in Regulated Financial Planning.

Fun Facts

Favourite animal: Hamster.

Favourite drink: Pina Colada.

Favourite place to visit: Anywhere with animals!

Hobbies: Baking, reading, exploring new restaurants. I’m also currently trying to learn Bulgarian.