The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.View more of our team
As a paraplanner, I work in the background with the facts and figures. However, I’m also available as another point of contact for clients if their adviser is unavailable. As a team, we work closely to help our clients to make sense of their money.
I started working in Financial Services in 2011 at a local pensions company before moving to their IFA arm shortly afterwards. From administration, I then moved into paraplanning in 2019 and haven’t looked back since.
What’s important to me
I’m married and have two young boys – in general, if they’re happy, then so am I! We love the cinema, time outdoors, gaming, and visiting family and friends. If there’s any spare time left, then I’ll probably be at our allotment, exercising at a boot camp, reading a book, or cooking something up with the radio on.
I hold a Diploma in Financial Planning.