Knightsbridge Wealth Team
Heidi has worked in financial services since 2001 and has been our paraplanner since Knightsbridge Wealth was founded. She writes the reports for our clients to ensure their priorities and our recommendations are clearly documented.
Heidi is well respected within the financial planning profession, with a strong reputation for providing support and expertise in all aspects of wealth management. She offers fresh opinions on how to meet our client objectives and particularly enjoys detailed research to ensure the best solutions are recorded accurately.
Heidi has the Diploma in Financial Planning and, in 2009, was involved in the Financial Services Skills Council development of National Occupational Standards (NOS) for Paraplanning.