My financial services career launched in the late 2000’s when I began working as an administrator, alongside completing my financial planning qualifications. I was then able to progress to be a Paraplanner for a national network of financial advisers in Leeds before ultimately becoming an Independent Financial Adviser. Since this, I have undertaken several exams over the years to expand my knowledge and advice for my clients.
Furthermore, I have been President of the Insurance Institute of York on more than one occasion including most recently in 2023.
I am here to help you achieve your financial goals and consider any gaps in your financial planning. This involves visiting a wide range of clients in and around the East Yorkshire, North Yorkshire and Lincolnshire areas.
When I am not working hard in the office, I can often be found at the gym, spending time in nature and practising my photography. I also enjoy spending time with family and travelling.
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