I started my career in financial services at the young age of 19 as a Financial Administrator. Shortly after being introduced to the world of financial services, I became a Financial Paraplanner at the age of 21. While working as a Financial Paraplanner, I completed the London Institute of Banking and Finance (MLIBF) exams and received my Level 4 Diploma qualification, enabling me to provide financial advice.
I received the "Top Student" award for achieving the highest mark on the final exam and coursework in the cohort, which was run by Quilters.
During the time I have worked in Financial Services, my passion for this industry has grown immensely, as I find great satisfaction in helping people realise their financial goals. I believe that effective planning is essential for achieving our lifetime objectives, and I am committed to ensuring that even from a young age, people understand the importance and value of such proficient advice.
With my experience as a Financial Paraplanner and Financial Adviser, I consider investments and retirement planning as my areas of expertise, as I have a keen interest in analysing the market.
Click here to view my SPS Certificate.