Meet the team
Frank is the Director of Atlas Financial Planning Ltd and formed the company is 2005. He began his career in financial services in Northern Bank (1993-2000), moving into the world of self-employment after that time. He gained valuable experience and training in Northern Bank, but decided it was time to go it alone from there on in.
As a result Frank has a particular interest in working with those who run their own business.
He enjoys the outdoors, and runs (fairly slowly) on a regular basis. He is also a keen musician and plays the bagpipes.
Lorraine is the company paraplanner, a role which involves client communication, research, as well as report writing and other administrative duties. Lorraine comes from a background in Social Work, but left the Health and Social Services Trust in 2006 to become part of the business.
She enjoys running (but not up hills) in her spare time. She is an avid reader as well, but would not recommend doing this while running!
Catherine is the office administrator and deals with reception duties, client services and business processing.
She enjoys dealing with people and is often the first port of call for people contacting the company. A background in administrative and customer-facing roles in the past have been an ideal preparation for her present position.