I have worked across a range of roles within financial services since leaving University in 2016. Since the beginning of 2020 I have been with Fairstone, helping private clients with their financial planning needs.
I hold a degree in Economics from the University of Warwick and the diploma in regulated Financial Planning. Currently working towards Chartered status and Fellow membership within the Personal Finance Society.
I believe in a holistic approach to wealth management and financial planning, therefore work across a broad spectrum of advice areas. These include but are not limited to pensions, investments, inheritance tax planning and protection needs.
