PATHWAY TO BITAx

PATHWAY TO BITAx

After three years of working in the technology world I fancied a change but I didn’t want “just another job”, I wanted to do something which I really cared about and could see myself doing as a forever career.

With a degree in Finance and my father owning a financial planning practice it seemed like the family business could be a good fit for me. Fast forward 18 months and I’m working full time at BKD Wealth Management, with three exams under my belt and another in the pipeline, I am well on my way to becoming a fully qualified Financial Advisor.

I’ve always had a keen interest in the Personal and Family Protection market; as an example, Critical Illnesses such as cancer will have affected most of us at some point in our lives. I’m now in the position where I can help people to ensure they are financially protected if the worst was to happen.

In the New Year I will be moving into the wealth side of the business (Investments and Pensions) which I’m really looking forward to.

BITA and BITAx have been a great support to me in my career so far, the networking events and the people I’ve met have been invaluable to me. I’m really enjoying what I’m doing and BITA will help others and myself meet people, who know people, that help people!

Tara Dixon, Adviser at BKD Wealth Management Limited