I joined the Investment Team at Investment Solutions in 2015. I initially worked in our Paraplanning department after which I moved into a client facing role as a Financial Planner which I am really enjoying. I have a particular interest in fund analysis and I have played an important support role within our Investment Committee for the last 3 years.
I am a member of the Personal Finance Society and I have achieved my Level 4 Diploma in Regulated Financial Planning. I am currently studying the Level 6 Certificate in Private Client Investment Advice & Management to achieve Chartered status.
Outside of work you can find me playing football for my local team or riding my motorcycle. I also enjoy snowboarding and try to get away to the mountains every year.