I'm a Trainee Financial Planner in the Asset Management group with over 10 years’ experience in the Financial Services industry. As a member of the advisory team, I look after our existing clients, making sure their financial plans continue to accurately reflect their needs.
- Chartered Institute for Securities and Investment's (CISI) Diploma in Investment Advice.
What Do You Enjoy Most About Your Role?
I enjoy building lasting relationships with our wonderful clients and helping them meet their objectives.