With 15 year’s experience in the financial services industry, Elaine has dedicated the past 6 years working as a Paraplanner, providing direct and comprehensive support to financial advisers. She joined Blacktower Financial Management Ltd in May 2024.
Area of Expertise
Elaine is involved in research and preparing client reports for the financial advisers based in the UK office.
Qualifications
DipPFS – Diploma in Regulated Financial Planning:
• R01 – Financial Services, Regulation and Ethics
• R02 – Investments Principles and Risk
• RO3 – Personal taxation
• RO4 – Pensions and retirement planning
• RO5 – Financial protection
• RO6 – Financial planning practice
Certificate in Regulated Financial Services Operations:
• FA2 – Pensions Administration