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
I am a Financial Planner – providing generation and wealth planning solutions to clients to support them in achieving their future goals.
I started my career in financial services at an Independent Financial Advisers in Nottinghamshire on a part-time basis while completing my degree in Economics, Finance & Banking. After graduating, I joined the firm full-time on the Investment Committee overseeing equity fund and macroeconomic research.
After completing my Diploma in Regulated Financial Planning, I moved to the financial advice side of the business, providing clients with clarity and confidence to make financial decisions to help them to achieve their short-term and long-term objectives.
What’s important to me
Sport has always been a big part of my life, especially Rowing. Having hung up my oars in 2013, I have spent the last several years overseeing the senior and junior squads at Nottinghamshire County Rowing Association based at the National Water Sports Centre. I have been lucky enough to be involved with the U23 Great Britain squad over the last few seasons.
I hold the Diploma in Regulated Financial Planning and am working towards Chartered Financial Planner status.
To find out more about me, please read my adviser pack.