Nicola McDevitt

Senior Paraplanner at Morton Fraser

Nicola is a senior paraplanner in the Wealth Management team and is based in Edinburgh.

Nicola works closely with the wealth planners in the team to provide ongoing support with the management of their clients.

She provides technical support to the wealth planners and is responsible for the preparation of client reports and the ongoing review and analysis of their investments.

Nicola is a Chartered Financial Planner, she has been certified under the Financial Conduct Authority's Senior Managers and Certification Regime.

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Timeline

  • Senior Paraplanner

    September, 2005 - present