After gaining my honours degree in international business management in 2015, I worked briefly in the automotive industry before joining Mattioli Woods in 2017.
I moved into a consultancy role in 2018 and provide holistic wealth management advice for a broad range of clients, including owner-managers as well as those in professional and executive positions. I help my clients to put in place appropriate long-term strategies around building wealth, generating retirement income, mitigating inheritance tax and achieving other goals.
I hold the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and I am currently working towards attaining Chartered Financial Planner status.
Outside of work, I enjoy planning my next scuba diving destination, which so far includes Indonesia, Mexico and Australia, as well as the UK.
