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Heather Smith

Paraplanner

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Qualifications

Qualifications

  • Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

When Heather’s at work

Heather began her financial services career in 2015, starting in administrative roles before moving into paraplanning in 2018. In 2021, she achieved her Diploma in Regulated Financial Planning. Heather’s expertise lies in analytics, fund analysis and writing suitability reports.

When Heather’s at home

Heather has a genuine passion for archery, regularly practising at the range and competing in national competitions. She also enjoys yoga, valuing its physical and mental benefits.

We asked Heather

What’s the best piece of advice you’ve ever received?

Life is all about effort and choices.

What’s a song that never fails to get you dancing?

‘Cruel Summer’ by Taylor Swift.

Where is your favourite location in the world?

Orlando, Florida.

What’s a talent or skill you possess that not many people know about?

I love to bake.

Your story

A professional or company owner

Close to retiring

Enjoying retirement years

Passing on wealth

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PIA Wealth Management is a trading style of Professional Independent Advisers Limited is authorised and regulated by the Financial Conduct Authority. FCA Register No: 125921. Registered in England and Wales. Registration No: 2598631. Registered Office: Hayward Court, 2b Tettenhall Road, Wolverhampton, WV1 4SF.

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