How Charis supports you
Charis supports our planners and paraplanning team with the preparation of client recommendations.
Her role includes preparing suitability reports for both new and existing clients when they undertake transactions with Lomond, as well as attending adviser meetings and assisting with the research and preparation that underpins the financial planning process.
Charis plays an important role in supporting the team and helping ensure clients receive clear and well-prepared advice. She is currently progressing through her professional qualifications, having already completed several exams and continuing to build her knowledge within financial planning.
A little more about Charis
Charis enjoys baking, reading and keeping active with regular runs in her free time.
Beyond that, she also enjoys spending time with friends and family and taking her two dogs out for walks whenever she has the chance.
Charis in numbers
100
books read per year
1
Australian labradoodle owned
5
podcasts listened to every week
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