Biography
I have gained over 20 years’ experience in Financial Planning and joined Irwin Mitchell Asset Management (IMAM) in October 2022. I hold a diploma in Regulated Financial Planning (DipPFS).
Prior to joining IMAM, I was a Financial Planner for 16 years with Santander specialising in Investment and Protection propositions.
I have spent many years assisting individuals to achieve their long-term goals and objectives with a personalised tailored approach.
Since joining IMAM I have developed skills in providing financial planning to clients of Personal Injury settlements, working alongside Deputies, Professional Trustees, and claimant’s families providing an empathetic professional service.
Key highlights
Diploma in Financial Planning
