Independent Financial Adviser

I am a fully qualified Independent Financial Adviser with a broad and practical background in financial services, having begun my career in 2021 as an Office Coordinator. Since then, I have progressed through every department within the business, gaining extensive hands-on experience while completing all required professional qualifications.
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This progression has provided me with a strong attention to detail and a comprehensive understanding of the end-to-end financial advice process, from initial client engagement and fact-finding through to implementation, ongoing review, and long-term planning. I am currently working towards the Advanced Diploma and Chartered status, reflecting my commitment to continuous professional development and delivering the highest standard of advice to my clients.
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Outside of work, I am a passionate Leicester City supporter and a proud father to my young daughter.
0116 509 5370
Qualifications
FA2
Pension Administration
Dip PFS R01
Financial Services, Regulation & Ethics
Dip PFS R02
Investment
Principles & Risk
Dip PFS R03
Personal Taxation
Dip PFS R04
Pension & Retirement Planning
Dip PFS R05
Financial Protection
Dip PFS R06
Financial Planning Practice
CF6
Mortgage advice
J10
Discretionary Investment Management
J12
Securities Advice and Dealing


