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Nicola McDevitt

Senior Paraplanner

Overview

Nicola is a senior paraplanner in our wealth management team and is based in Edinburgh.

Nicola works closely with the wealth planners in the team to provide ongoing support with the management of their clients.

She provides technical support to the wealth planners and is responsible for the preparation of client reports and the ongoing review and analysis of their investments.

Nicola holds the CII's Diploma in Financial Planning and is working towards achieving Chartered status.

Areas of expertise:

Memberships