Professional Biography
I quickly came to realise how unique everybody is and how people value things differently.
How do you describe what you do?
I work closely with individuals and families to identify their unmet needs and guide them towards their financial goals by aligning their wealth and income to their vision and values.
What's next for you professionally?
To achieve TEP designation by completing the full Society of Trust and Estate Practitioners (STEP) qualification framework.
What's your area of expertise?
Retirement Planning Trusts and Estate Planning Tax Optimisation Cashflow Modelling
What's your favourite thing about your role?
I quickly came to realise how unique everybody is and how people value things differently. Part of my role is to help people achieve their lifelong ambitions, and formulating a plan to help deliver on those objectives makes this role very rewarding.
When you're not at work, what's your favourite thing to do?
I am a keen runner, and follow sport, namely football and horse racing. 5 years ago, I had the (great) idea to combine them and ended up running a marathon against horses... Needless to say, I didn't win but I did beat 25 of them!
What qualifications and memberships do you have?
- (CII) Chartered Financial Planner of the Personal Finance Society - APFS
- (STEP) Affiliate Member of the Society for Trust & Estate Practitioners
- (BSc) Business Economics