Professional Biography
My mum says "do something that scares you every day." It's a challenge but, if it doesn't scare you, it won't change you.
How do you describe what you do?
I advise people in shaping their future by focusing on what matters most to them, creating plans that provide peace of mind, protection through life's challenges, and confidence for tomorrow.
What's next for you professionally?
I'm currently working towards Chartered Financial Planning status while progressing to Associate Director, building my expertise and profile as a trusted adviser.
What's the best piece of advice you've ever been given?
My mum says "do something that scares you every day." It's a challenge but, if it doesn't scare you, it won't change you.
How did you start off in your career?
I began my career at an intimate family run financial planning practice, whose passion for looking after client's and families, inspired me to pursue a client facing role and build a career that I am proud of.
Do you have a significant experience that your clients would want to hear about?
I experienced first-hand the difficulties a family can face when a loved one passes without a Will. I vowed to ensure that my client's and their families are always protected and have clarity, so that they never face the same uncertainty.
What qualifications and memberships do you have?
- Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning
- CII Certificate in Mortgage Advice
- Certificate of Higher Education in Business Management BA (Hons)