The Paraplanning and Administrative Services team at Westminster Wealth Management provides essential support to financial advisors by preparing detailed financial reports, conducting research, and handling documentation. They ensure compliance with regulatory standards and assist with the efficient execution of client transactions, enabling advisors to deliver seamless and tailored financial planning services.
Aleksandra Wojciecho...
Junior Paraplanner
Dev Patel
Paraplanner
Diego Pompa
Senior Mortgage Paraplanner
Emma Leigh
Business Support
Hazel Williams
Assistant Compliance Officer
Joel Ibbitson Dippfs
Paraplanner
Louise Sharman
Paraplanner
Oliver Balcomb
Paraplanner
Venet Drejta
Mortgage Paraplanner
Zurab D.
Senior Paraplanner
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