Anmol Patrai

Trainee Paraplanner

Favourite thing about working in the Her Invest team?

I am really grateful to be part of the Her Invest team and it is really encouraging seeing all the hard work and dedication pay off in an often underrepresented area of financial planning. 

Previous Experience & Qualifications

I recently graduated from Warwick University with a degree in Mathematics and Philosophy before moving back to Darlington where I started working as a trainee paraplanner at Tarran & Co. I always knew I wanted a job in finance but didn’t actually know what an IFA did until by happy coincidence I spoke to Christine! 

I am currently working through my R0 exams, sitting R04 soon and finally R06 in June.

What makes you happy?

Practicing with my music group and spending time with family. 

Anmol Patrai

Independent. Compassionate. Expert.

Advice and financial planning centred around you.

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