Rhonda Mason

Paraplanner

I have extensive experience in Financial Planning and in 2013 I joined the team at Solutions2 as their Paraplanner. The role is diverse and busy with a key focus on preparing client reports that detail any financial advice that we offer.

I also conduct regular investment reviews for our clients and continually monitor and improve our procedures to ensure that we meet the ever changing compliance requirements. When I’m not tending to the needs of my family, I like to keep fit, relax with a book or enjoy the local cafes.