I’ve been working in paraplanning and financial services for over 13 years, and my focus is all about helping clients make smart, confident decisions. I work closely with our advisers to map out the best way forward for each person, handling the research, analysis, and due diligence that underpins everything we do. I also turn that work into clear, easy-to-follow reports so clients know exactly where they stand and where they’re going.
Outside the office, I’m a big music fan and a collector of vinyl records thanks to influence from my dad when I was younger. I’m also a proud Newcastle United supporter and never say no to a good pub quiz.