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Sandra joined Perspective (East Anglia) Ltd as an Office Manager and Paraplanner.

Sandra has been in financial services 1997. She has a CMI qualification in Management and has also completed a Financial Diploma. Although qualified to give advice, she is not registered to give advice and instead prefers the planning and maintenance of our procedures, policies and the research and analytical side of our business.

Sandra manages the office including the processes and procedures that we have in place, including investment research for our clients who prefer a bespoke fund choice. Secondly, Sandra is also a Paraplanner which involves preparing research, supporting advisers and also preparing suitability reports. She also manages our Group Schemes, including workplace pensions.

Sandra’s strengths lie with putting procedures in place and ensuring they are met. She focuses all staff on treating clients fairly, which is the ethos of our office.

 

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