Xander Walker

• Shadowed an in-person meeting between a client and advisor.
• Developed an understanding of financial software and management systems used by practice support staff.
• Held one-on-one conversations with multiple advisors, discussing asset classes, portfolio risk, economic cycles, fund managers and more.
• Shadowed and spoke with a paraplanner to gain deeper knowledge on financial instruments such as offshore and onshore bonds, helping to strengthen my understanding of tax as a whole, including specifics on life insurance and inheritance tax.
• Gained first-hand exposure to the structure of the firm, observing how various departments work together to provide a quality service.

This experience helped to deepen my knowledge of economics from both theory and real-life scenarios. This opportunity strengthened my ambition to study Mathematics and Economics at university, while also giving me a real sense of the working environment within the financial sector.