Vicki joined BRI in early 2005 and moved into the financial planning department in 2012, becoming a Paraplanner in 2013. In 2015 she passed the Diploma in Regulated Financial Planning and has now achieved Chartered Financial Planner status. Vicki is an associate of the Chartered Institute for Securities & Investment and works as an accredited Financial Planner. Additionally, Vicki also manages the Wealth Administration team, and was awarded the SOLLA (Society of Later Life Advisers) accreditation in Later Life Planning.
