Having worked for Carpenter Box Financial Advisers in the support team for 4 years, Megan now leads our Sales Support team and ensures the team provides first-class administrative support to our clients, paraplanners and advisers.
With qualifications in Financial Protection (R05) and Pensions Administration (FA2), she focuses on ensuring team and client requests are addressed and new business is processed effectively.
Outside of the office
Megan is often found playing various video games, or with her head in a book. Her favourite pastime on the weekend is to cuddle on the sofa with her Lhasa Apso and watch the latest Netflix Documentary.
Megan also has a BA degree in English and Creative writing (Hons), which she uses to write poetry in her spare time.