Laura Royle
Paraplanner & Chartered Financial Planner
APFS MCSI PFE(PIP)®
Rathbones Financial Planning
I have been a Paraplanner at Rathbones since May 2022, after six years as a Paraplanner at Sanlam Wealth Planning (now atomos).
I am a member of both the CISI and Personal Finance Society and have completed my Advanced Diploma in Financial Planning, achieving Chartered status with the PFS. I am a qualified Pension Transfer Specialist with additional qualifications in insurance, mortgages, equity release arrangements and long-term care planning, as well as ESG and social impact investing.
As a Paraplanner, I am responsible for researching and formulating complex advice, supporting Financial Planners in helping individuals, families and trusts achieve their goals and objectives.
I joined the PFS Paraplanner Panel around June 2023 in order to meet and learn from more members of the paraplanning community, reinforce the position of paraplanning as a career in its own right and establish inclusive support for paraplanners at all stages of their careers and study paths.
Having received a late diagnosis of ADHD around the same time as I became a member of the Rathbones ‘Abilities Count’ network, I am an advocate for neurodiversity and wider disability inclusion.
