Imogen Winfield

Paraplanner

Imogen joined Citygate in March 2023 as Operations Manager, following a previous career as a commercial and financial services disputes lawyer.

In operations Imogen was responsible for ensuring successful business management and coordinating projects, working across all areas of the business from compliance to marketing to recruitment.

In August 2023 Imogen moved into a Paraplanner position, supporting the team’s financial planners to deliver suitable advice and positive outcomes for clients.  She enjoys meeting clients and building financial plans to establish how they could meet their objectives.  Imogen is currently working through the CII exams to qualify as a financial adviser.

 

Imogen in numbers

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HOURS AND 43 MINUTES TO RUN THE LONDON MARATHON

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YEARS SPENT WORKING AT A US LAW FIRM

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COUNTRIES TRAVELLED TO

Meet the Team