Our assistant financial planners, more commonly known as the paraplanning team is made up of five members of staff, who are responsible for the majority of the fund research and preparation of recommendation reports.
The team is headed up by Tracey Butler who has been with Fraser Heath for 11 years and is ably assisted by Sarah Biro, Helen Freeman, Miranda Wood & Sara McTaggart.
There is a wide breadth of technical qualifications within the team and each have specific areas of expertise, ranging from investments, structured products, long term care and inheritance tax planning.
By pooling expertise in this way we ensure that all considerations are taken in to account and that recommendations are prepared consistently and concisely.
The paraplanning team ably assist all our advisers and will be happy to speak to you if your adviser is otherwise engaged.