I started my career in the financial services sector, working for a major UK Banking Group for 10 years. I spent all that time building client relationships in Commercial and Corporate Banking, before deciding to move on to my next opportunity by becoming a financial adviser. I was selected for the St. James's Place Academy in April 2018.
The aspect of the role I enjoy most is creating and maintaining long term relationships with my clients whilst providing a professional and comprehensive financial planning service. It is important to me to support my clients, and the people they care about, by helping them to identify, clarify and achieve their financial goals and objectives through my personally tailored financial planning programme.
Only you can choose to invest in yourself and your future, I can simply try to help you get there faster and in the most tax efficient way.