As a Personal Assistant to our adviser Angela Marson, Fran undertakes all duties as an Administrator, Paraplanner and general “Girl Friday” to keep Angela’s day to day activities running smoothly.

Fran is vastly experienced, having worked in Financial Services since 1990, starting work as a Trainee Administrator. During this time, her first firm supported her through the Financial Planning Certificate qualification which gave her a great knowledge of the industry and advice process. After 14 years she switched firms, but, in the main, has worked with Angela for more years than not in the industry! In 2016 she completed the Diploma in Financial Services becoming level 4 qualified, the benchmark of knowledge in the new age of financial planning. Fran has a keen interest in learning and keeping up to date with ongoing information to be able to fully assist Angela on a daily basis as her Personal Assistant.

Outside of work…

She is married and has a teenage daughter who keeps Fran on her toes!