I have worked in financial services since 2012 specialising in defined contribution pensions, building a cradle-to-grave understanding of how pensions can benefit a client’s financial planning strategy. I joined Mattioli Woods in October 2018 and qualified as part of the trainee consultant programme.
I have achieved the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and now provide a holistic wealth management service covering income, estate and pension planning. My priority is to make the complicated simple, collaborating with clients and ensuring that they are empowered by the financial strategy I tailor towards their needs and goals.
In my downtime I enjoy camping, paddle boarding, CrossFit and going on trips across Europe.