Professional Biography
Plan with purpose, act with clarity, live with confidence.
How do you describe what you do?
I support advisers by managing client relationships, preparing client-facing materials, and assisting with financial planning tasks.
What's next for you professionally?
I’m focused on achieving Chartered Financial Planner status to strengthen my expertise and learning to take on greater responsibility in providing direct client advice.
What qualifications and memberships do you have?
- MPhil in Real Estate Finance | University of Cambridge.
- BSC (Hons) International Business, Finance and Economics | University of Manchester