Angelica

Angelica is a Paraplanner in our Wealth team, playing a key role in turning advice into clear, accurate, and compliant documentation. She supports advisers in preparing Records of Advice and Statements of Advice, ensuring nothing slips through the cracks and every detail is exactly where it should be.

With over three years’ experience in financial planning support and a Bachelor’s degree in Business Administration (Operations Management), Angelica is known for her precision, reliability, and ability to quickly take on new responsibilities. She thrives in Liston Newton Advisory’s supportive, growth-focused culture and values being surrounded by people who encourage continuous learning and development.

What drives Angelica is knowing her work directly supports positive outcomes for clients and helps the wider team succeed. She takes pride in being trusted with responsibility and enjoys seeing her skills and confidence grow over time.

When she’s not keeping financial plans in top shape, Angelica loves experimenting in the kitchen and recreating dishes she spots online. And if sunflower seeds are nearby, don’t be surprised if the whole bag disappears because they’re her ultimate go-to snack.