Having joined Life Wealth Management in 2022, I gained a myriad of experience in both my administrative and paraplanning role before becoming a Financial Adviser. In these roles, l’ ve developed a deep understanding of financial processes, compliance requirements, and the behind the scenes work that supports effective financial planning.
Collaborating with experienced advisers has enriched my understanding of the industry and strengthened my ability to address a wide range of financial needs, preparing me to confidently guide clients through their financial journeys.
I graduated from Keele University with a first-class honours degree in Economics, and bring a strong analytical background to my work, along with a commitment to staying updated in the ever-evolving financial industry. As a licensed professional holding a Diploma in Regulated Financial Planning, I uphold the highest standards of integrity, always putting my clients’ best interests first.
I specialise in: Retirement Planning; Investment Planning; Inheritance Tax Planning; Personal Business Protection and take a holistic approach to financial advising. By understanding each client’s unique values, goals, and challenges, I develop tailored financial plans that are both practical and forward-looking.
My goal is simple: to empower clients with the knowledge and tools they need to make informed financial decisions and secure a prosperous future.
