I’m Maddy, a trainee paraplanner at YorWealth. I joined the team in 2024 as part of our growing paraplanning department, and I’m excited to be developing my career in financial planning with such a supportive and knowledgeable team.
In my role, I assist financial planners by preparing reports, conducting research, and helping to create personalised financial strategies for our clients. I’m passionate about learning the ins and outs of investment planning, tax efficiency, and retirement planning, and I’m committed to building a strong technical foundation as I grow in this field.
Outside of work, I enjoy playing some tennis and going on long dog walks.
I’m looking forward to gaining my qualifications and eventually stepping into a full paraplanner role, where I can continue to help clients make informed, confident financial decisions.