Professional Biography
It's all about moving forward.
How do you describe what you do?
I help clients make informed financial decisions that align with their lifetime goals.
What's next for you professionally?
I am currently one exam away from achieving Chartered Financial Planner status, which marks an important step in my professional development.
What's the best piece of advice you've ever been given?
Put your best foot forward and don't look back.
How did you start off in your career?
I supported 10 self-employed IFAs at a small firm in Cornwall as part of a modern apprentice scheme in the early 2,000's.
When you're not at work, what's your favourite thing to do?
I love travelling—the more far-fetched the destination, the better. When I am at home, I love nothing more than spending time with my partner, Jamie, and our dog, Sumboi. I also enjoy going to gigs and comedy shows whenever I get the chance!
What qualifications and memberships do you have?
Diploma in Regulated financial planning