I'm a Chartered Financial Planner with over 20 years’ experience in Financial Services. I've been with the Asset Management group since 2013. As a member of the advisory team, I work with Deputies, Trustees, and claimants to ensure the very best advice and service is provided on an ongoing basis.
Prior to working at Irwin Mitchell, I was a Financial Planner for 7 years at AXA Wealth and Skipton Financial Services.
- Charted Financial Planner
- BA (Hons) Degree in Business Management.
What Do You Enjoy Most About Your Role?
I enjoy working with our clients, identifying their objectives and planning how to achieve them.