Scott McKenna

Paraplanner

Liverpool

Experience

My role involves helping advisors write financial reports and undertaking research for their recommendations.

I am currently studying for my Diploma in Financial Planning and have some exam passes under my belt. I’ve completed a placement year during university as a Finance Assistant. After I finished my studies, I worked as a pensions administrator at USS before moving into a paraplanning role at Wealth at Work, which then led me to join Pavis (now Verso Wealth Management) as a Paraplanner.

I studied BSc Accounting and Finance at John Moores University and graduated in 2021.

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