Rosemary is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries.
Rosemary has worked in Financial Services over 30 years and particularly enjoys Inheritance Tax Mitigation. She is also working towards achieving Chartered Status.
Certified Financial Planner Accreditation
Advanced Diploma in Financial Planning
Accounting Technicians Diploma
LCCI Executive Secretary’s Diploma
Membership Institute for Securities and Investment (MISI)
Membership of the Personal Finance Society (DipPFS)
The Chartered Insurance Institute (CII)
What do you enjoy about your role?
I enjoy getting to know the clients as individuals with goals and priorities that are important to them. I enjoy assisting them find ways to use their wealth towards their goals and particularly enjoy seeing wealth cascade down the generations. Fiscal is a lovely company to work within and is full of great people whom, I really enjoy working with.
What are you passionate about?
I am passionate about being a good role model to my children and inspiring them to believe that one can do anything that one sets one’s mind to.
What do you like most about working for Fiscal Engineers?
Fiscal have a phrase “Money.Life.Balance” I really enjoy working for a company that understands life requires balance to live it to the full. Shane says “the small things are the big things”. I agree with that statement and particularly appreciate all the small things that are done to keep us happy and healthy.
What are your interests?
Spending quality time with family and friends, Architecture, Dancing, Theatre and Tapestry