Heather Wade

I joined Henderson Loggie Financial Planning in 2007

During my time with HLFP, I have supported our financial advisor team as a Paraplanner, assisting them with clients across all areas of financial advice. This is a technical-based role which requires a depth of understanding of our client’s current situation and future needs and objectives.

With moving to a client-facing role, I can transfer my years of experience into providing our clients with top-class ongoing support they are accustomed to, as well as ensuring they continue to meet their long-term objectives.

Although my interests and strengths lie in investment planning and fund research, I am able to provide support and advice in all areas of financial planning for our clients.

Outside of work, I enjoy spending time with family and friends.