I’ve worked in financial services for almost 20 years, personally giving financial advice for more than 11 years.
Since starting in financial services, I’ve worked for several small financial advice firms before joining Pavis in 2015. During my time at Pavis, I’ve qualified as a Chartered Financial Planner and have become a director.
As well as contributing to the Board in the day-to-day running of the business, I spend my time speaking to and meeting with clients, helping them meet their objectives and reviewing their portfolios.
I’m also a member of our Investment Committee, taking part in regular meetings and discussions regarding our model portfolios and investment proposition.
Outside of Pavis, I recently held the position of President of the Insurance Institute of Liverpool, and I am actively involved in our local and regional professional body committees.
I also have specialist qualifications to advise on defined benefit pensions and long-term care planning.