Reflect Paraplanning was established by Jessica. Jessica spent several years as an employed paraplanner at a leading firm on the South Coast, before deciding to set up independently. Prior to this she was an Investment Team Manager at Old Mutual Wealth and James Hay where she developed in depth investment and platform/wrap knowledge.
She has a thorough working knowledge of the following areas; investments, pensions, protection, tax and trusts. In her last role she managed the investment proposition for all offices. This involved compiling both the strategic and tactical asset allocation for the investment process, building 10 risk rated model portfolios and reviewing the markets.
While she has been working as an outsourced paraplanner she has developed a very broad knowledge base and has had the pleasure of working with a variety of firms using their unique processes and systems.
In 2018 through self dedication and hard work, Jessica became Chartered, one of the highest awards to hold within the financial planning industry.
