I started my career in financial services at Friends Provident in Exeter, helping clients and financial advisers with their pensions on the New Generation Pensions team. It was extremely insightful and an enjoyable place to work, I left in 2009 and started my own practice in 2011 as a non-investment financial adviser. In 2014 I completed all the regulatory exams to provide investment advice and haven’t looked back since!
I’m currently studying Discretionary Investment Management as part of my continued professional development and hope this will help add another dimension of success to our already successful bespoke portfolios.
I enjoy visiting clients all over Devon and particularly in Plymouth where I grew up, although it is nice to travel further afield as and when required.
Time away from the office is enjoyed with family, friends and triathlon related activities.
- Diploma in Financial Planning (DipFA)
- Certificate in Mortgage advice (Certs CII MP)
- Certificate in Equity Release (Certs CII ER)
- Certificate in Regulated General Insurance (CeRGI)