Paraplanner

Marta is a Chartered qualified Paraplanner and joins Tanager with a wide and varied career in financial services. Marta enjoys the challenge of technical research and report writing and keeping up to speed with frequent industry changes and loves paraplanning as a profession. Marta thrives in using her unique blend of skills, knowledge and experience to support advisers in the practical and technical aspects of financial planning so that our clients can take action with confidence and rest assured that their financial resources are optimised taking into account cross-border tax challenges.

Marta understands the challenges of being an expat and living in a multi-cultural environment, having lived in NYC for 3 years and emigrated to the UK from South Africa in 1997 and having Portuguese descent.

Marta now calls England home and lives in a small market town in Buckinghamshire and enjoys walking in the local, gentle and not-so-gentle hills and sloping valleys and beautiful woods on her doorstep and admiring the red kites that frequent the area. Apart from walking, she is involved in her local church and community and enjoys spending time with her friends and her family abroad and really loves reading.

Contact Marta

Degree

BA History and English – University of South Africa

Professional Qualifications & Memberships

Chartered Financial Planner – The Chartered Insurance Institute

Associate of the Personal Finance Society – The Chartered Insurance Institute

Level 6 Advanced Diploma in Financial Planning – The Chartered Insurance Institute

 

Contact info

Alex Eichhorn

Specialties

  • Financial Planning
  • Life Planning
  • Retirement Planning