Marathon runner, general fitness freak, keen traveller and Client Support Manager at Magus Wealth.
Fran joined Magus Wealth in May 2016, having worked in the financial services industry since 1992. Her experience includes roles as an adviser, administration manager, para-planner and pension transfer specialist. Her financial expertise focuses on pensions, both corporate and individual, together with her wealth of knowledge of employee benefit arrangements.
Fran holds the Diploma in Financial Planning, the Pensions Management Institute Certificate in Trustee Pensions Knowledge and is a member of the Personal Finance Society. Her next goal is to become Chartered, which is only one exam away.
Fran’s main responsibilities are working with the Financial Planners to assist them with research and reports and assisting clients with any ‘non advisory’ queries. Fran also works with employers to assist with their employee benefit arrangements, and as such has helped a lot of employers meet their legal duties with regards to automatic enrolment.
“I really enjoy being part of the ‘Magus Wealth Family’ and working in a team which is client focused”.