0121 313 1370
Financial Planning Assistant
Having worked in the financial services profession for almost ten years, Carmen is now looking to progress her career helping to encourage our clients to enjoy their lives to the fullest; living a richer life financially, physically and mentally.
Carmen is keen to work towards a Diploma in Regulated Financial Planning which she hopes will give her the ability to further help clients plan for their future.
The favourite part of Carmen’s job is building positive relationships with both clients and colleagues, and continually learning! She believes that we should never stop learning, regardless what the subject matter is!
When Carmen is not at work, she enjoys walking and enjoying peaceful, beautiful sceneries. In her younger years she played Netball for West Midlands county and this is something she would like to take up again as an adult.