I graduated from Aston Business School in 2008 with a degree in business and management, specialising in accounting and economics, and joined Mattioli Woods a year later.
Having started out administering a diversified portfolio of retirement wealth clients, which provided me with a valuable grounding in financial services, I shortly thereafter transitioned into consultancy. I take great pride in working closely with my clients to gain an intimate knowledge of their circumstances and aspirations. This helps me to deliver bespoke, holistic financial planning to meet their needs. This is inclusive of, but not restricted to, cash flow, wealth management, tax, retirement and estate/legacy planning.
I am a firm believer that professional development is best achieved through a combination of industry experience and professional qualifications, and so after having gained Chartered Financial Planner status, I went on to undertake further qualifications to become a Fellow of the Personal Finance Society.
Outside of work, I enjoy playing 5-a-side football, indoor climbing, reading and travelling.