Patricia (Trish) has worked within the financial services industry for over 31 years as both an adviser and paraplanner.
She joined Citrus Financial in January 2021 as our Senior Paraplanner. A Chartered Financial Planner and Fellow of the Personal Finance Society, Trish brings a wealth of knowledge and expertise to the role.
Specialising in pensions and investments she uses the valuable experience gained from being both an adviser and a paraplanner to make sure our advisers provide our clients with the most suitable advice.
In her spare time, she’s a keen mountain biker and enjoys spending time with her family and going to see live bands with friends.