Introduction to your role: I provide independent financial advice to individuals, businesses, and trustees. Using my depth of experience, I help clients make the best possible financial decisions. Typical areas include advising on investment strategies, planning for life in retirement, and effective long-term tax planning.
Professional qualifications: Chartered Associate of the London Foundation for Banking & Finance. Level 6 Diploma in Financial Advice. Certificate in Long Term Care and Later Life Planning.
Previous experience: I joined the financial advice industry in 2019 after graduating with a master’s degree in finance at the University of Sussex. In 2023 I achieved chartered status which demonstrates my commitment to the industry and in providing sound financial advice.
Interests and hobbies: In my spare time I enjoy playing and watching sport, travelling, and socialising with friends and family.
Personal attributes: empathetic, analytical, and dependable.