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This month we introduce our newest Paraplanner, Amber Caudery, based in our Exeter office.

What is your role at Thomas Westcott?

I recently joined the company as a Paraplanner supporting the Head of Financial Planning. This involves analysing a client’s situation, conducting technical research and preparing a recommendation report. I hope this will be a stepping stone to becoming a Financial Planner myself one day.

How long have you worked here?

I joined in April 2018 and I am still getting lost in the office!

What do you like about working in the Exeter office?

I love the central location and the shops after working on a remote business park for a number of years – although I can’t say the same for my bank balance!

What do you like to do outside of work?

I enjoy socialising with friends, long walks with my Frenchie, Rocco, going on holiday and eating out.

If you were stranded on a desert island what three items would you take with you?

Netflix and Pink Gin for me and Bear Grylls to catch dinner and build a raft.

Do you have any hidden talents?

I am chief cocktail maker amongst my friends!

What do you enjoy most about working at Thomas Westcott?

The Financial Planning team is small and very friendly and I am fortunate to work closely with experts.

 

If you would like to contact Amber, you can call our Exeter office HERE