Marlena, Personal Finance Society’s Paraplanner of the Year 2022/23 joined BRI’s Financial Planning Department at the beginning of 2011 in a dual role as Paraplanner and Financial Planning Administrator and progressed to a senior technical Paraplanner role. She has over 15 years’ experience in Financial Planning and has previously worked for one of the leading IFA companies in the UK. Marlena is a Chartered Fellow of the Personal Finance Society and at BRI she is responsible for financial planning report writing, conducting extensive research, and providing consultants/advisors with technical analysis, assessments and dealing with technical queries.
