Professional Biography
I'm here to try and make IFAs lives easier by providing solutions that complement and are tailored to their business.
How do you describe what you do?
I'm here to try and make IFAs lives easier by providing solutions that complement and are tailored to their business. Working with them to achieve their goals.
What's next for you professionally?
Continue to support IFAs and build the NW for Evelyn for now. I would love to get involved in the larger networks and National Firms. But we w'ont run before we can walk.
What's the best piece of advice you've ever been given?
Always under promise and over deliver.
What's your favourite thing about your role?
I love the feeling of being part of a team and making a difference. In my role I get to be part of many different teams within different firms who know I'm there to make their life easier.
What's next for you personally?
Holiday, get me on a plane! Its been a long winter.
What qualifications and memberships do you have?
Diploma qualified