Roxanne Simmonds DipPFS

Roxanne Simmonds DipPFS is a seasoned professional in the financial services industry, currently serving as a Product Owner at Conquest Planning Inc. since September 2022. Prior to this role, Roxanne worked as an Adviser Support & Product Adoption Specialist at Sanlam UK from June 2021 to September 2022 and gained extensive experience as a Paraplanner at various firms, including ATTIVO FINANCIAL PLANNING LIMITED, MULBERRY WEALTH MANAGEMENT LIMITED, and Epoch Wealth Management between 2015 and 2021. Earlier career roles included administrative and support positions at firms such as Mazars Financial Planning, Clifton Asset Management, and Aegon Retirement Choices, demonstrating a strong foundation in financial planning and client support.