I started in the financial services industry with Ellis Bates in 2021 as an administrator then moving into the Paraplanner team, where I worked closely with our financial advisers.
Paraplanning and the financial advisers combine together to ensure you receive the most appropriate personal solutions for your needs and circumstances.
I have studied and qualified through the Chartered Insurance Institute to become a qualified Financial Adviser, and actively enhance and expand my technical knowledge through continuous professional development.
I understand just how important it is to listen to everyone’s needs and financial goals, and enjoy building long-lasting relationships to best achieve the desired outcomes. I advise on all aspects of financial planning including pensions, wealth management, retirement, inheritance, insurance and protection and investing.
I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life.
I work alongside the Equity Release, Protection and Wills and Trusts teams to offer you expert financial solutions and services, from starting your investment or pensions strategy journeys right up to protecting your family’s inheritance in later life – and everything in between.
I also work closely with our in-house independent Investment Team, who research, analyse and offer first class multi faceted investment propositions, with an extensive range of strategies to suit all risk appetites.
Outside of work I enjoy going to see live music, spending time with my family and friends and a good holiday or city break.