Denise Ward
Paraplanner


About Me

I am married with a son and daughter aged 24 and 30 – where did those years go? My favourite times are when we are all together, either on holiday, out for a meal or just at home relaxing together. We are very lucky to have a wide circle of friends and I really enjoy socialising. This usually involves food, either cooking it or finding a new restaurant/pub to try.

My husband and I love to travel and have been to some incredible places. Our last holiday was to South East Asia, where we visited Hong Kong, Vietnam, Cambodia, Thailand, Singapore and Malaysia. We were captivated by the wonderful people who were so kind and hospitable.

In my spare time I enjoy cooking, reading, listening to music, walking, going to the gym (well, sometimes) and yoga. I have also started a new hobby recently – growing my own vegetables and blogging about it. This summer I have grown lettuces, tomatoes, carrots, beetroot, peppers, chillies and several different herbs, and I currently have around 250 followers from all corners of the world.

My Work History & Experience

I have worked in the financial services industry for over 30 years. I am organised, proactive and I take great pride in my work.

My Time at Index Wealth Management

I have been working at Index since 2002. From my length of service you can see that I love my job and I think Index is a great place to work! My role of Paraplanner is very varied, including duties such as liaising with our clients to provide technical and administrative assistance, producing reports, processing new business and constantly researching and learning. This all makes for a very interesting job!

What I Can Do For You

  • Assist you with any financial matters
  • Help invest your money
  • Help you withdraw your money
  • Liaise with your solicitor/accountant
  • Remind you when plans are due to be renewed
  • Answer any questions you may have

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered