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
My role as a paraplanner is to support our financial planners to ensure we give the best advice and help our clients achieve their life goals.
Shortly after graduating with a degree in history, I started my career in financial services at a large investment platform based in Sheffield. After a number of years of developing my technical knowledge, I moved to the advice side of the business where I undertook wealth management training at an Independent Financial Advice firm.
What’s important to me
Living on the doorstep to the Peak District, I spend most of my time keeping active with family and friends in the great outdoors. I have a keen interest in a number of activities such as rock climbing, running and hiking and can usually be seen doing one of these on the weekend!
I am working towards completing my Diploma in Regulated Financial Planning. Once complete, I plan on continuing my studies, with the goal of obtaining Chartered Financial Planner status.