Natasha Blackmore BSc APFS

Natasha joined the team in November 2018, after graduating with a Mathematics Degree from the University of Exeter, and started our Graduate Trainee Programme to pursue a career in financial planning.

She has recently achieved the Chartered Insurance Institute's (CII) Chartered status, having successfully completed the Advanced Diploma in Financial Planning and on achieving five years experience in the profession this month.

Natasha now joins Sonia and Marc as a Chartered Financial Planner and will provide regulated financial advice. She will continue to support Sonia as a Chartered Paraplanner, known to our clients as a Client Manager, and continue her journey gaining valuable experience alongside advising clients.

During Natasha's time with us, she has achieved the CII's Certificate in Paraplanning, the Diploma in Regulated Financial Planning, the Certificate in Discretionary Investment Management, the Certificate in Securities Advice and Dealing and now the Advanced Diploma, as well as top up examinations to achieve Chartered Status and just recently her financial advice assessments.

Natasha was nominated in the 2021 Women in Financial Advice awards and in 2020 was shortlisted as a finalist in the Professional Adviser New Talent Awards in the 'Team Player of the Year ' category, an exceptional achievement! The New Talent Awards are designed to celebrate the emerging talent in financial planning, recognising and identifying the future leaders. New Talent Awards

Interests
When the weather permits, Natasha spends most of her weekends powering across the waters on the family boat. If the weather is less forgiving, Natasha turns her attention to baking.