28 Apr 2023
Abbie joined us back in 2018 as a paraplanner whilst in her penultimate year of her undergraduate studies at Heriot Watt University. Whilst balancing work at Wealth Professional with studies, Abbie obtained a First Class Honours degree in International Business Management with Business Law. Soon after graduating, Abbie commenced work towards her diploma qualification in 2019. Undeterred by Covid and lockdowns Abbie continued studying and achieved her diploma in 2021. Since then, she has been working through the Stage-Gate process which took her from shadowing our qualified financial advisors through to building her own client portfolio
Abbie has so far completed one Chartered exam on Pension transfers, allowing Abbie to be a Pensions Transfer specialist.
Comments Douglas Mitchell, Director of Wealth Professional:
“One of our core values is identifying young talent and developing tomorrow’s advisors. Abbie is the embodiment of this, and I am absolutely delighted for her. Already she is proving to be an excellent asset to clients with her professionalism, expert, up-to-date financial knowledge and astute decisions.”
