I’ve been working in financial services for more than six years, starting in retail banking before moving on to providing specialist financial guidance on workplace benefits and pensions.
After achieving my diploma in regulated financial planning, I began providing advice and have been doing so since July 2019.
My role within the business is to interact with new and existing clients, understand their circumstances and ambitions. Then we can create and manage an effective plan to help them achieve their goals.
An area where I have accrued experience is in retirement income planning, helping clients to balance their short-term financial desires with longer-term financial needs.