Kayley Martin

BSc (Hons) Trainee Paraplanner

Kayley joined Parkgate in 2016.

Having graduated from Chester University with a 2:1 Honours degree in Accountancy and Finance, she joined Cambrian as an administrator and progressed to the role of trainee paraplanner.

Since joining Parkgate, she has begun studying for her Diploma in Regulated Financial Planning.

As trainee paraplanner, Kayley assists the advisers with preparing Financial Planning Reports for their clients.

This involves researching products, funds and looking at the legislative, regulatory and tax environments ensuring that clients’ objectives and needs are fully considered and satisfied.

Outside of work, Kayley likes to spend time with her family and friends, play netball and go on holidays.

 

Want to know more?

Call us for a friendly chat on 0151 348 4111 or email: post@parkgatefs.co.uk