I have been with Mattioli Woods since 2018, predominantly as part of the paraplanner team. During this time, I worked alongside various consultants, gaining valuable knowledge and insight into financial planning and really getting to know our products. Having received my Diploma in Regulated Financial Planning in 2021, I qualified as a consultant within the trainee programme in the same year.
I have a passion for helping individuals, business owners and families reach their overall wealth management goals. Every client is different, and I believe it is imperative that every relationship is collaborative so that each strategy is tailored not just towards their objectives but also their circumstances.
When not at work you can find me with friends or family, in the gym, at a comedy show or musical, or planning which Greek island I am visiting next.