Following several years working in Customer Service, Megan joined Watson Moore in March 2017 keen to further develop her skills, help clients and learn more about the world of finance. Megan successfully completed an apprenticeship with us, which included passing the CF1 exam, specifically studying in detail UK financial services, UK regulations and ethical concerns in providing financial advice. Megan has now progressed to the role of Junior Administrator and helps support our team of advisers in providing holistic Financial Planning for clients.
Megan is keen to continue her studies in the future and achieve her Diploma in Regulated Financial Planning. She is also our first point of contact for the office, so if you call us chances are Megan will be the one to help you.
In her spare time, Megan loves long walks with her dog Monty as well as spending quality time with her friends and family.
- CII CF1 (UK financial services, regulation and ethics)