Patricia Harris, Senior Paraplanner

Patricia Harris

Senior Paraplanner

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.