I help busy city professionals by implementing a financial plan to help align their money with their goals. I also educate about the benefits of long-term investing and goal-based financial planning.
After graduating from the University of Essex in 2017 with a degree in Economics, I joined the Oakway team in September 2018 as an intern and became a full-time team member in early 2019. I supported Oakway Financial Advisers implementing the advice given to clients until September 2023, when I graduated from the St. James's Place Adviser Academy and have been advising clients since December 2023.
I grew up and live in Essex and outside of work, I am a keen footballer, golf and squash player. I also enjoy travelling and undertook a round-the-world trip for 7 months back in 2018.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.