Isabel joined Goodmans in May 2022 with several years’ financial experience under her belt, most recently at an outsourced paraplanning company where she supported a number of different financial planning practices. Starting as a Paraplanner here, she soon earned a vital supporting role on our Investment Committee and progressed to become a Trainee Financial Planner in February 2023.
With a Bachelor’s degree in International Finance and a Master’s in Finance, Isabel’s technical knowledge and fluency with numbers are great assets to Goodmans. Having already secured a Diploma in Regulated Financial Planning, she’s now working towards the Advanced Diploma and has her eyes set on achieving Chartered Financial Planner status.
As well as being technically skilled, Isabel is drawn to the human side of financial planning. She enjoys getting to know clients and values the process of translating their objectives into solutions that ultimately improve their life. Based in our Plymouth office, she travels across all our offices to support Goodmans clients across the South West.
Isabel loves to keep fit by running, walking, going to the gym and wild swimming. As a bit of a bookworm, she can while away the hours reading, and also enjoys spending lots of time with her friends.