Wendy joined our Westhill office as a Paraplanner in August 2019, following a student placement in her third year at Edinburgh Napier University.

Five years later, in August 2024, Wendy relocated to our office in Edinburgh where she transitioned into a new role as an Associate Financial Planner.

Wendy holds the Diploma in Regulated Financial Planning, and is working towards obtaining Chartered status.

What do you like best about you job?

“Undoubtedly, the most enjoyable and rewarding part of my job is working with clients. It goes without saying that money plays such an important part in all of our lives, and uncertainty surrounding your financial position can be really anxiety-inducing. Working with our clients, sharing our knowledge and experience to allow clients to better understand their financial future and take some weight off their shoulders is incredibly fulfilling.”  

What’s the best advice you’ve ever received?

“Fail to prepare, prepare to fail!”