Professional Biography
I love genuinely helping people. Financial planning is more than numbers; it’s about supporting people through life’s bigger picture with clarity and confidence.
How do you describe what you do?
I support our financial planners throughout the entire advice journey, helping them deliver the best experience and build stronger client relationships.
What's next for you professionally?
I’m working towards becoming a Chartered Financial Planner, and over time my goal is to advise my own clients, providing long‑term support and guidance built on trust and meaningful relationships.
How did you start off in your career?
I started my career through the Evelyn Partners graduate scheme, which gave me a solid grounding in financial planning and the opportunity to work closely with experienced advisers.
Where do you get your inspiration to embrace what's next?
I’m inspired by the depth of knowledge and experience across the team. It motivates me to work hard in my studies and push myself to grow within the profession, while continuing to learn from those around me.
What's your favourite thing about your role?
Meeting new people and being part of their journey - supporting clients and learning from every experience!
What qualifications and memberships do you have?
Diploma in Regulated Financial Planning
CII Member