DipPFS
Denica joined the Financial Services industry in 2013 after obtaining a degree in Business Studies at the University of the West of England.
She has over 11 years’ experience which she has obtained through a variety of roles, starting as a graduate trainee, before moving into paraplanning and subsequently into her current role as a Wealth Planner.
Denica enjoys listening and helping others which was her main driver when entering Financial Services. She aims to work with her clients to help them understand their financial goals and objectives, utilising tools such as cashflow analysis to provide a roadmap on how these can be achieved.
"I live in a small village just outside of Bristol, with my Cocker Spaniel, Marcie. In my spare time, I run a cake stall at the local market, which I also set up and run as a volunteer."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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