After receiving an honours degree in business economics from Leicester University I worked in the printing industry for 11 years, moving to Mattioli Woods in 2017. My previous role as general manager provided valuable insight into the workings and responsibilities of business to the entrepreneur, as well as the wealth management opportunities available to business owners.
I joined Mattioli Woods as a trainee consultant and earned my Diploma in Regulated Financial Planning while gaining hands-on experience in pension administration, investment structures and wider wealth management opportunities. I am keen to work with our network of clients to ensure suitable and sustainable solutions are put in place to meet their personal and business needs.
I have significant experience in inheritance tax planning for clients and the holistic and diverse planning required to maximise client outcomes.
Outside of work I am a keen rugby player and fan of the Leicester Tigers. If I am not playing or at a game then I am having adventures with my little girl and my dog.
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