I hold a BA (Hons) degree in Finance, Investment and Risk, which I completed in 2021. Since then, I have been working in the financial services industry, gaining hands-on experience and developing a strong foundation in areas such as pension and investment analysis, risk management and protection.
My academic background, combined with real-world exposure, has equipped me with the skills to help effectively plan clients’ financial lives. From this, we can tailor what will work best for you to reach your life aspirations—whether that is retirement, holidays, or financial peace of mind. It all comes from a well-executed plan, delivered with a high standard client experience.