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About Guillermo

Partly driven by his passion for the financial world, Guillermo decided to pursue a career within financial planning to help people, like his mother, who need help and expertise to fulfil their long-term financial goals.

This passion has meant he has met people from all over the world, leaving his comfort zone to understand and learn more about other cultures whilst improving and developing his communication skills, which are so important when it comes to dealing with people, their money, and their dreams.

Guillermo joins the team as a Trainee Financial Planner and is currently in the Magus Wealth Academy, set up to help bring talented, ambitious, driven people into our business – where we can help them grow and develop, with a clear career plan in place that’s designed to take them from trainee to fully qualified Planner or Paraplanner.

Academy members also work all areas of the business, giving them an in depth understanding of everything we do, and the processes involved.

“I enjoy learning new things and that is what attracted me to the Magus Wealth Academy, where I have a clear career plan in place and I’m working towards my goal of becoming a fully qualified Financial Planner.

The Magus Wealth team are here to support me through my journey and I’m looking forward to learning about all parts of the business over the coming years”.

Outside of work, Guillermo plays tennis every week – he’s convinced he’s on track to qualify for next year’s Wimbledon and he says after he wins the trophy, he will go skiing in Switzerland with his new best friend, Roger Federer.

 

Get in touch with Guillermo

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