Professional Biography
The is goal is to build financial security and long-term success
How do you describe what you do?
I help individuals manage their money to achieve life goals. Create a tailored plans for budgeting, investing, and tax efficiency, and provide ongoing advice to adapt to changes. The is goal is to build financial security and long-term success.
What's next for you professionally?
To continue to build my knowledge in an ever-changing landscape and work towards becoming a Chartered Financial Planner.
What's the best piece of advice you've ever been given?
It's never too late to start, any change to working towards your goal no matter the size will make a difference.
How did you start off in your career?
I started of working towards becoming an accountant, but after working on a trading desk found the investment landscape more interesting but it was missing the personal touch that my current role brings.
When you're not at work, what's your favourite thing to do?
Spending time with my family, we have a busy house with 2 little ones. When I can I like to get out on the golf course and also enjoy watching NFL.
What qualifications and memberships do you have?
- Diploma Charted Insurance Institute (CII)
- Diploma in Regulated Financial Planning