Professional Biography
I’m inspired by the people I work with
How do you describe what you do?
I support senior financial planners by helping to manage their client relationships, preparing client-facing materials, and assisting with financial planning tasks.
What's next for you professionally?
I’m working towards achieving Chartered Financial Planner status to deepen my expertise and eventually take on more responsibility in advising clients directly.
Where do you get your inspiration to embrace what's next?
I’m inspired by the people I work with. Seeing how experienced advisers support clients through big life decisions motivates me to keep learning and growing in my own career.
What's your favourite thing about your role?
I love being part of a team where I’m constantly learning - whether it’s through client work, technical training, or seeing how experienced advisers build relationships and solve problems.
When you're not at work, what's your favourite thing to do?
I love anything that gets me moving - whether it’s weightlifting, reformer pilates, or playing tennis. Staying active helps me recharge and stay focused.
What qualifications and memberships do you have?
Level 4 Diploma in Regulated Financial Planning.