I started my career in financial services back in 2014 selling insurance, before moving across to wealth management in 2015.
In my work history, I’ve worked in various client-facing roles which have helped me learn the nitty- gritty of investments and pensions. This helped me work my way up to a Relationship Management role, offering investment guidance to clients who were comfortable managing their own portfolio.
From there, I worked supporting financial planners whilst working towards my financial planning qualifications. As a result, I was able to gain a solid understanding of all processes before becoming a planner myself.
I’m happy helping people in all situations, however, I specialise in pension transfer advice.