As a Financial Advisor my role is to simplify the financial planning process for clients and provide them with the peace of mind and security a plan is in place for their future. I enjoy getting to know my clients, discovering what is important to them and enabling them to achieve their financial goals and aspirations.
I joined IEP in 2021 and hold the Level 4 CII Diploma in Financial Planning, allowing me to advise on all areas including investments, pensions, IHT planning, life insurance and business protection. I was also recently included on VouchedFor’s top rated adviser list for 2023 on the back of positive recognition from clients.
As well as travelling I am a keen golfer, so when I am not at work you will usually find me out on the golf course somewhere!