After gaining a BA (Hons) in international business and economics from the University of Central Lancashire I entered the financial services industry in 2012. I previously worked for a financial services company where I provided expert protection advice to individuals and business owners, specialising in mortgage, family and business planning.
I moved to Mattioli Woods in 2016, originally as an associate consultant, where I supported senior consultants with technical and paraplanning expertise. I have recently changed position and I am now a consultant, directly building relationships with my clients. Building on past experience and professional qualifications I am close to attaining Chartered Financial Planning status with the Chartered Insurance Institute, which has been a long-term goal.
I have a passion for helping clients achieve their goals and truly believe in delivering holistic wealth management planning. I am focused on building long-lasting relationships and I am motivated by adding value to my clients.
Outside of work, I have recently become a father for the first time and enjoy spending time with my family, quickly learning new skills of parenthood every day. I also enjoy playing football with friends and follow various sports including cricket. Lastly, I enjoy experiencing different cultures and sampling a variety of cuisines and wish to discover more.