I’ve been working in financial services since 2012 after developing an interest in personal finance during my undergraduate degree. My current role is a Chartered Wealth Manager at a London based Wealth Management company, who are regulated by the UK FCA and registered with the US SEC. I have a passion for helping clients meet their financial goals and working with them to develop a financial plan that allows them to meet their personal and financial needs.

When I’m not providing financial advice to clients, I enjoy spending time with my family and friends exploring the countryside, playing cricket and football, visiting new places and trying to improve my cooking!

Professional memberships & qualifications

• FCA reference number: GXF01516

• Certified Financial Planner™

• Chartered Wealth Manager

• Chartered CISI Fellow

• Diploma in Advanced Financial Planning

• Private Client Investment Advice & Management

• Investment Advice Diploma (Securities)

• Accredited Paraplanner

• BA (Hons) Accounting & Taxation