Professional Biography
The mix of collaboration, relationship-building, and analytical problem-solving makes my role exciting and rewarding
How do you describe what you do?
Supporting Financial Planners with client data and review preparation, communicating with clients and helping with onboarding.
What's next for you professionally?
Working towards chartered status, hopefully take on more client-facing responsibilities.
How did you start off in your career?
I began my career by joining Evelyn Partners's Financial Planning Graduate Scheme after university It was a great way to transition from academic learning to real-world financial advisory work.
What's your favourite thing about your role?
I enjoy supporting Financial Planners, networking and meeting new people. I enjoy solving technical challenges. The mix of collaboration, relationship-building, and analytical problem-solving makes my role exciting and rewarding.
When you're not at work, what's your favourite thing to do?
Outside of work, I love staying active with Pilates and gym sessions, spending time outdoors in parks, and going fishing. These activities help me relax, recharge, and keep a healthy balance in life.
What qualifications and memberships do you have?
CII.