Professional Biography
“Discipline beats motivation.” It stuck with me because motivation can come and go, but discipline builds consistency—and that’s where real progress happens.
How do you describe what you do?
I support the day-to-day running of client accounts, making sure everything is accurate, timely, and well-organised. I help keep things running smoothly behind the scenes so our advisers can focus on delivering great outcomes.
What's next for you professionally?
I’ve completed my Level 4 qualifications and am now focused on becoming Chartered. I’m excited to take the next step where I can work more closely with clients, helping them shape their financial futures with tailored advice and long-term planning.
What's the best piece of advice you've ever been given?
“Discipline beats motivation.” It stuck with me because motivation can come and go, but discipline builds consistency—and that’s where real progress happens.
What's next for you personally?
I’m currently focused on becoming chartered, which is a major milestone in my professional development. It’s part of a broader goal to move into client advisory work, where I can build deeper relationships and offer strategic guidance.
When you're not at work, what's your favourite thing to do?
I’m all about staying active. I’m a regular at the gym and love pushing myself with strength and endurance training. I’ve always been athletic, and cycling is one of my favourite ways to unwind!