Gillian joined McCreas in 2009 as a member of the paraplanning team. This involves working closely with the advisers to assist them in the preparation of financial reports, reviewing existing contracts, liaising with legal and tax advisers and researching new products and investments. The main aim of it all is to help our clients reach their goals.
Life Before McCreas:
I have worked in financial services my whole life, with experience working for major insurance companies such as Aviva before joining the Independent Financial Advice sector.
Favourite thing about working at McCreas
I think it's nice working for a small company and in a good team that encompasses a variety of experience and knowledge. I enjoy working alongside the financial advisers and dealing directly with clients.
Out of the office
When not at work, I enjoy going to the gym, and hill walking. I also go to gigs regularly (I love music) and feel that it provides a good balance with work life and the gym; I get to let me hair down and increase the calorie intake whilst attending a wide range of music festivals around the world - some interesting places I've been to include California, Iceland and Rothesay!
I used to be a waitress in New York!