Professional Biography
What I do gives people confidence and peace of mind, knowing their future and that of their loved ones is secure.
How do you describe what you do?
I support our financial planners in preparing tailored advice for clients, while developing my knowledge and skills as part of the graduate programme with the aim of qualifying as a Chartered Financial Planner in the future.
What's next for you professionally?
I'm focused on developing my expertise, completing exams, and progressing towards chartered status, while building meaningful connections and learning from the wealth of experience within our team.
What's your favourite thing about your role?
I enjoy learning from experienced colleagues and seeing how their expertise helps clients achieve their goals. Building meaningful connections and developing my knowledge every day is what excites me most about this role.
When you're not at work, what's your favourite thing to do?
Outside work, I like playing football and padel. I also volunteer in my community, helping to run residential camps and organise sports tournaments.
Why does my role as a wealth manager matter?
Financial planning matters because it gives people confidence and peace of mind, knowing their future and that of their loved ones is secure. It helps clients achieve life goals and create a lasting impact for future generations.
What qualifications and memberships do you have?
I’m currently working towards the Diploma in Regulated Financial Planning (R01–R06) and have successfully completed R01.