Harriet Lunn

I joined Milestone in August 2025 as a trainee paraplanner, having worked in financial services for 4 years.

In the office

My role includes researching and analysing clients’ investments, providing information which is then used in making recommendations. I also produce documentation for clients’ annual reviews and assist in managing client assets on various platforms.

In order to develop further in my role, I am currently studying for a Level 4 Diploma in R01 Financial Services, Regulations and Ethics.

Why I love my job

I love my job because I am constantly learning new things. Every client’s situation and needs are unique and getting the opportunity to work on a wide variety of cases provides endless opportunities to expand my knowledge and understanding. The whole team at Milestone are also incredibly knowledgeable and supportive which makes a real difference to my development.

What I do outside of work

I like to keep fit by going for walks in the countryside and running. I also love music- I enjoy going to gigs and have recently started learning to play bass guitar.