Professional Biography
How do you describe what you do?
Joined as a graduate in September 2024 and have been supporting several advisers while completing the diploma in regulated financial planning.
What's next for you professionally?
About to start the chartered exams and rotate around the different planning teams in London.
How did you start off in your career?
Started at Evelyn in 2024 as a member of the inaugural cohort of the financial planning graduate scheme.
What's your favourite thing about your role?
The people who I get to work with and learn from at Evelyn.
What's next for you personally?
Starting to work towards obtaining the Chartered qualifications and stepping into a more adviser-centric role.
What qualifications and memberships do you have?
BSc Mathematics and Philosophy from the University of Bristol