Veena Patel, paraplanner to Rebecca Taylor at Dunham Financial Services, works from home and rarely meets clients. But could the company function without her?
Veena joined the financial services industry straight from University, where she achieved a BSc (Hons) in Mathematics. Q. You are unusual in that you have worked as an IFA and a paraplanner. What prompted...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created