I started working in the financial services industry in 2001 and worked for some of the largest life insurance companies, including Royal London, before joining Mattioli Woods in 2017.
I hold various Chartered Insurance Institute qualifications including the Diploma in Regulated Financial Planning and the Certificate in Discretionary Investment Management. I am currently working towards Chartered status.
Before moving to the wealth management team, I worked as a Client Relationship Manager within the employee benefits team, assisting our corporate clients with their group risk and pension policies.
I am passionate about providing an exceptional financial planning service to my clients, building long-lasting relationships and being a trusted adviser.
I am married with two daughters and enjoy watching and playing football as well as spending time with my family.