Sharon Bahia

Paraplanner

Regency Investment Services Ltd

I graduated in 2004 from the University of Abertay, Dundee, after completing a BA (Hons) in Management where I focused on Financial services in my final year.

I worked for HBOS in the branch network for 2 years and joined Regency in 2006. Since then, I have completed my Certificate in Financial Planning and now am a paraplanner, which involves general client servicing, creating client reports and valuing client portfolios.