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Alix Shaw

Senior Financial Administrator

Overview

Alix is a Senior Financial Administrator/Trainee Paraplanner in our Private Client team.

Alix has worked in finance since finishing university in 2009. Most of her financial career has been in Scottish Widows primarily in customer facing roles providing guidance to new individual customers before moving into corporate pensions.

She works closely with the wealth planners, supporting with the preparation of client reports and ongoing reviews.

Alix is currently working towards achieving the CII's Certificate in Paraplanning.