Dawn Ashworth

Paraplanner

T: 01582 720511

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Dawn joined the company as an Office Administrator in November 2006. Whilst being relatively new to financial services, Dawn quickly progressed to become a Trainee Paraplanner and started attaining industry exam qualifications. Now, as a Paraplanner, she continues to improve on her knowledge by studying towards the next level of qualifications.

Dawn is a very capable report writer and has a solid understanding of pensions, savings and investments. She is particularly competent on computers and is very knowledgeable on our back office software and systems.

Her interests include archery, computers and drawing.

I never thought archery and financial planning would have anything in common but it seems, with both, small changes here and there can totally send you off target! So it helps when you have someone who can step back, see the whole process and help coach you through."

Dawn’s financial qualifications

April 2010: awarded Certificate in Financial Planning
February 2010: awarded Certificate in Equity Release
January 2010: awarded Certificate in Mortgage Advice