Molly Warren

Paraplanner

 

Molly Warren is the Paraplanner who works alongside Chris James to service his and Norman’s clients.

Molly joined financial services over 5 years ago, achieving a number of promotions which have enabled her to gain a great overview on all aspects of financial planning. She already holds the Diploma in Regulated Financial Planning, the Certificate in Financial Services and STEP Certificate. Molly is keen to learn, improving both her knowledge and skills and is currently studying for her Chartered status.

Working in financial planning is something Molly is very passionate about. She finds it very rewarding to help people realise and fulfil their financial goals and she really excels in the supporting role that a Paraplanner plays in the financial planning team. Within her role, Molly most enjoys interacting with clients, cashflow modelling and portfolio analysis. Her goal is to always come across with a ‘how can I help’ attitude.

In her spare time, Molly enjoys travelling, training at the gym, cooking and exploring new places to dine out. She also runs a photography blog about her hometown of Stamford, Lincolnshire, so most of her weekends are spent walking around the town, taking photos and supporting the local shops, pubs, cafés and restaurants.