Biography
I'm a qualified Financial Planner in the Asset Management team. I endeavour to provide all clients with exceptional service and suitable financial advice in an approachable and transparent manner. I thoroughly enjoy working closely with our clients and their families, Professional Deputies and Trustees, to ensure financial requirements can be met comfortably.
I am also a keen advocate of financial education and enjoy volunteering as an Education Champion to spread financial awareness in schools, as a member of the Personal Finance Society (PFS).
Key highlights
In 2014 I graduated with 1st Class BA (Hons) in Financial Services, Planning and Management from Manchester Metropolitan University.
In 2021 I undertook a course in Behavioural Finance from Duke University, United States.
To date I hold the following Chartered insurance Institute (CII) qualifications:
- CII Award in Long Term Care Insurance
- CII Certificate in Pension Transfer Advice
- CII Diploma in Regulated Financial Planning
- CII Certificate in Discretionary Investment Management.
