PENSION FREEDOM - Key Persons

Job Titles:

• Paraplanner and Compliance Manager

Amy is the Paraplanner and Compliance Manager here at Pension Freedom, she joined the firm in March 2019 as an administrator, has her CertPFS (Paraplanning) and is currently working towards her full diploma in financial planning. Amy works alongside Chris, keeping up with regulatory changes, ensuring that the firm is compliant, preparing recommendations and supporting research projects.

Chris Smith joined the financial services industry in 1998 and has spent his time since then focusing on Pensions & Investments. He has a Masters Degree in Applied Finance & Investment in addition to numerous professional qualifications. He has diploma status with the CII.

Rebecca is the IFA Administrator here at Pension Freedom. Rebecca works alongside Chris and Amy, booking in review appointments, preparing files, writing reports and supporting our clients.