After graduating from Brunel University, London with an Honours degree in economics, I temporarily returned to Leicester to join Mattioli Woods as a graduate Account Manager, administering client portfolios. My first few years were spent understanding the operations and workings of financial services, and I quickly expanded my responsibilities by assisting with the development and launch of new wealth management solutions to the team.
After qualifying to give advice through the Investment Advice Diploma, I returned to London and gained a Chartered Membership with the Chartered Institute for Securities and Investment (CISI).
I now provide advice to a wide range of clients including business owners, senior executives and partners within law, private equity and venture capital. This has been further advanced by providing advice on the financial planning within early stage and private market investments.
My clients all have their own unique circumstances and deserve a personalised approach. I enjoy giving authentic advice that is clear and transparent. This extends to employees and graduates of businesses where I enjoy providing financial education to help individuals embark on their own financial planning journeys.
When not working I make time to socialise with my family and friends, either over dinner or occasionally on the golf course.
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