Chartered Wealth Executive
Fiona graduated from Newcastle University with a degree in Mathematics and Statistics. She joined the MHA Tait Walker team in October 2017, having had previous roles with Lycetts and Gale and Phillipson. As a Paraplanner in the Wealth Management Team, Fiona is responsible for research, analysis and report recommendations encompassing all areas of financial planning.
Fiona completed the Diploma in Financial Planning with the CII in February 2016 and will begin working towards Chartered Status.