I have gained a number of years experience in the financial services industry, after previously completing a degree in Sport and Exercise Science at the University of Gloucestershire. I hold the Level 4 Diploma in Regulated Financial Planning and I am committed to furthering my development and expertise, currently working towards my chartered adviser status.
I am passionate about working closely with clients and showing them how they can achieve their financial goals, whilst making the advice simple and easy to understand. Thereby helping clients to achieve their life goals and lead a lifestyle they want both now and later in life. My emphasis is on building and maintaining long-term relationships with clients and providing them with a source of trusted advice as their financial needs evolve over the years.
Outside of work I spend (far too much) time in the gym, training to compete in various running and functional fitness events regularly. When I’m not training, I love watching rugby, travelling and spending time with family and friends in Bristol.
