Molly Warren DipPFS

Paraplanning Manager

I joined the Golden Oak Wealth Management team in 2022 as Paraplanning Manager. I have been working in the Financial Services industry since 2015, and I have worked my way up through various administration and support roles. I gained my Level 4 Diploma in Regulated Financial Planning (CII) in the summer of 2019, and I am currently taking further exams to achieve my Chartered status. I have been paraplanning for around 4 years now, providing technical support and research to financial advisers.

In my spare time, I enjoy photography, baking, and spending time with my partner and our mischievous miniature dachshund, Eric.

Menu