Niquita
Edmonds

Making financial planning a conversation
Niquita's story so far...

Niquita Edmonds spent two years studying pharmacy before deciding on a different direction. She enjoyed helping people, but had become interested in finance and investment. After changing course and graduating with first class honours, she finished her final exam on a Friday and started her first job the following Monday.

Technical and paraplanning roles gave her experience across pensions, investments and tax, later extending into inheritance tax and trusts. She enjoyed working out the detail, though increasingly wanted to be part of the conversations with clients as well.

At Squirrel Financial Planning, she found a relationship manager role with a route towards regulated advice. She has developed visual resources to explain capital gains tax, inheritance tax and trusts, giving clients another way to understand subjects that can feel intimidating. She also delivers internal training and helps colleagues think through complex cases.

Niquita now manages a trainee paraplanner while continuing her own development. She wants questions to feel welcome and colleagues to have the confidence to work things out. Her next goals are regulated financial planner status, chartered status and a specialism in legacy planning. Having once been told she was too bubbly for the profession, she hopes to show that people can bring their own personality to advice and help clients feel comfortable talking about money.