our People
Todd Crellin DipPFS
Paraplanner
As a Paraplanner at MAC Financial, Todd plays a vital role in supporting the advisory process by conducting comprehensive research on markets, investments, and pensions. His work ensures that clients receive accurate and up-to-date financial insights.
Todd joined MAC Financial in May 2023 as a Trainee Paraplanner, bringing over three years of life assurance experience. In August 2024 he passed the Chartered Insurance Institute (CII) Regulated Diploma in Financial Planning, reflecting his commitment to maintaining the highest standards in financial planning. He was promoted to Paraplanner in September 2024.
In addition to research and report writing, Todd collaborates with the rest of the Paraplanning and Independent Financial Advisers teams to ensure a seamless experience for MAC clients.
Areas of expertise
- Paraplanning
- Report writing
- Investment analysis
- Pension analysis
Qualifications
- CII Diploma in Regulated Financial Planning
- CII Certificate in Discretionary Investment Management
- CII Certificate in Securities Advice and Dealing