Having completed my degree in Business Management I joined Mattioli Woods in 2019 via the graduate programme. This allowed me to gain further knowledge on the financial services industry while developing my client relationship skills.
My experience has given me a breadth of knowledge in the key areas of financial planning, and I use this with clients to help them gain a better understanding of their current financial position before working with them to formulate a plan to prioritise and meet their financial objectives.
I hold the (CII) Diploma in Financial Planning, and I am currently working towards becoming a Chartered adviser.
Outside of work I thoroughly enjoy watching and playing all sports, having played football at a high level. Recently I have thrown myself into golf and I am a member of Scraptoft Golf Club, in Leicestershire.
