Biography
I am a Chartered Financial Planner and joined IM Asset Managment in 2013. I specialise in providing financial advice to the recipients of substantial Personal Injury settlements to ensure they are financially comfortable throughout their lifetime.
I am experienced in working alongside Deputies, Professional Trustees, Charities, Case Managers and Architects.
Qualifications
- 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.