Polly is a member of our paraplanning team, having re-joined us after starting her career in paraplanning with Estate Capital back in 2006. Over the years Polly deepened her knowledge of the financial industry by working for a Discretionary Fund Management firm and later, running her own paraplanning business that supported both, Independent Financial Advisers and partners of St. James’s Place. She has written a number of articles for New Model Adviser on a range of financial topics.
Experienced in areas of Investments and Personal Tax planning, Polly provides in-depth research of technical issues, relays reasons for advice to our clients and helps with the smooth running of our compliance and business administration.
She is looking to undertake CFA UK IMC Investment Management Certificate to provide her with additional expertise. She contributes research to and shares insight on industry matters in our financial blog.
- BA Economics – Russian Economic Academy (Moscow)
- MSc in Money Banking Finance – Middlesex University (London)
- Chartered Insurance Institute (CII) – Diploma in Financial Planning