I started my financial services career at Britannic Assurance before becoming an IFA with Bradford and Bingley. I then set up a small IFA practice with a business partner, which is still operating. I joined Mattioli Woods in 2014, supporting director Adeline Christy in a paraplanning capacity.
I returned to consultancy in 2018 and have developed a sound knowledge of trust and inheritance tax planning and investment planning in addition to working in a specialist pension capacity. I have held the Diploma in Financial Planning since 2010, adding a further Diploma in 2019, and also hold the CeMap Diploma in Mortgage Advice.
Outside of work I am a keen golfer and cyclist in addition to walking my Cocker Spaniel out in the country where I now live.