Will Dowd Email & Phone Number

I graduated from Lancaster University in July 2020 with a 2:1 in Business Studies BSc.During my placement I gained experience in managing resources and people, improving my organisational skills. Amongst other responsibilities, I was able to grow the business’ social media platforms, which allowed me to interact with customers and suppliers. I joined Wealth Experts in July 2021 as a trainee paraplanner and have since passed my exams and coursework to become a qualified paraplanner. I received a distinction in my level 4 paraplanner apprenticeship. I have also received my CII Level 4 Diploma in Regulated Financial Planning after completing the RO exams. In my time at Wealth Experts, I have been exposed to the financial services market and my knowledge of the industry has strengthened significantly. I have vastly improved my conversation skills when discussing financial products and client options. I am determined to take these skills with me when progressing to adviser level.