
I hold a degree in Economics and Finance from De Montfort University and began my professional journey on the PSA Trainee Adviser Scheme. This program provided me with invaluable experience across various areas of the business, allowing me to develop a diverse skill set. However, my expertise lies in investments.
As a fully qualified financial adviser, accredited through the Chartered Insurance Institute, I am committed to delivering clear and concise advice tailored to help clients achieve their financial goals. My previous experience in banking has reinforced the importance of effective communication and client-focused solutions. I am currently working towards achieving Chartered status to further enhance my professional qualifications.
Outside of work, I am an avid car enthusiast and a passionate follower of the Formula 1 season. I also enjoy maintaining an active lifestyle as a regular gym-goer.
07366 389 087
Qualifications
IMC
Investment Management Certificate
BSc (Hons)
De Montfort University
Economics and
Finance
Dip PFS R01
Financial Services, Regulation & Ethics
Dip PFS R02
Investment
Principles & Risk
Dip PFS R03
Personal Taxation
Dip PFS R04
Pension & Retirement Planning