Grace Kelly-Speck has worked in the financial services industry for the past 14 years (and counting). She has been both client facing, as a Financial Adviser with a major UK Bank and has worked behind the scenes as a Paraplanner, which is how she started in the industry. It is in this role, that she is employed by First Financial Management.
Grace is tasked with providing support to the advisers by undertaking the necessary research, analysing clients existing provisions and compiling detailed client specific reports.
Full Financial Planning Certificate
K10 – Retirement Planning
J01 – Taxation
She is currently studying towards further qualifications in financial services.
In Grace’s spare time, she likes reading (at the minute CII revision books!) taking her dog Harvey for a walk and eating out with her husband
What is your favourite album?
Kings of Leon “only by the night”
What do you do to unwind at the end of a hard day’s work?
Take the dog for a walk
Finish this sentence: “I’m unlikely ever to be seen…”
Without wearing my wedding ring
If you were stranded on a desert island, what item would you like to have with you?
The survival expert, Bear Grylls
If you were an insect, what would you be?
What is your favourite flavour of ice-cream?
Ben and Jerry’s Half Baked
If there was a brand new vehicle on your drive with a big red bow around it, what would it be?
1973 Powder Blue VW Beetle (not a brand new car but new to me)
Where is your favourite holiday destination?
America, as you can see so many cities and never get bored
If you were having friends round for dinner, what would you cook?
Mackerel Pate, Mushroom Risotto and Fresh Strawberry Pavlova
Finish this sentence: “You will never hear me say…”
I don’t want that cup of coffee