Professional Biography
I love working with different clients every day and helping deliver tailored advice for each unique situation
How do you describe what you do?
I support financial advisers by building cashflows, preparing reports, and helping create plans that make clients feel confident about their financial future.
What's next for you professionally?
Once I complete my CII Level 4 Diploma, I'll begin working towards the Chartered status. I plan to continue supporting financial planners, learning from their expertise while growing my own skills.
How did you start off in your career?
I began my career through the Evelyn Partners Financial Planning graduate programme. I'm currently rotating through teams like admin and paraplanning, gaining hands-on experience while continuing to support financial planners.
Where do you get your inspiration to embrace what's next?
I’m inspired by the advisers I work with. Their knowledge, experience and dedication motivate me to keep learning and striving to deliver the best support and future advice to clients.
What's your favourite thing about your role?
The people! I love working with different clients every day and helping deliver tailored advice for each unique situation. No two days are the same, which keeps things exciting and rewarding.
What qualifications and memberships do you have?
Studying CII Level 4 Diploma in Regulated Financial Planning.