Celene McCuaig

Biography

Celene is a member of our Paraplanning team. She is responsible for the paraplanning for our Director, Chris Davies.

She delivers the very important research and reports that justify and support our advice. Celene also takes responsibility for administering our new investment, pensions or insurance business from the point of application through to successful completion. She deals with the entire product range that Estate Capital advises on.

Masters educated, and with previous experience working on behalf of financial institutions such as Natwest and Royal Bank of Scotland, Celene brings with her a wealth of experience of customer service within the financial sector.

Having spent the last 3 years working within the financial industry, Celene is currently studying towards the Chartered Insurance Institute's Diploma in Regulated Financial Planning. Celene is delighted to be a part of the Paraplanning team and is looking forward to progressing her career in financial services. She aspires to become an Independent Financial Advisor.

Key Qualifications

• Masters Degree in Education
• PGCE in Post Compulsory Education and Training
• BA (Hons) Sport and Recreation Management