I’m head of financial planning for IM Asset Management. I work with our asset and wealth management groups to make sure all our clients' financial interests are protected. I also ensure our clients receive the very best advice and service from our teams.
I'm also responsible for advising the Courts on the structure of claimant’s settlements and have appeared in Court on behalf of clients.
- Chartered Financial Planner
- BSc in Mathematics
- Fellow of the Personal Finance Society.
What Do You Enjoy Most About Your Role?
I enjoy meeting our amazing clients and helping them meet their objectives.