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 Paraplanner. My role is to support my colleagues to ensure that we give the best advice possible and move our clients closer towards achieving their goals and dreams.
I began working in Financial Services in 2006, starting out as a Financial Adviser before later transitioning into training other advisers, and then gravitating into the Technical and Paraplanning side, where I can indulge my passion for problem-solving.
I recently completed my master’s degree in English at Nottingham Trent University, and I am now studying towards a PhD in my spare time.
What’s important to me
Family time is very important to me, but when I’m not taxiing my children to various activities, I enjoy playing football, martial arts, travel, and all things gastronomic.
I am also a published poet and novelist, so it is a great privilege of my work that I get to play a part in helping other people to write their own life stories.
I have a level 4 Diploma for Financial Advisers, as well as the level 6 Pension Transfers (PETR) award. I intend to achieve Chartered Financial Planner status over the coming years.