Wealth Adviser at Fidelity
I have over 10 years' experience in the financial services industry. I have a financial planning background, providing holistic advice on investments, pensions, protection and inheritance tax planning to a range of customers. I enjoy meeting new people and building long-term relationships, whilst also taking pride in being part of my customers’ journeys in achieving their objectives and seeing their aspirations come to fruition.
In my free time, I love spending time with my dogs, walking in forests, cooking, reading and travelling. I am also a great lover of nature and gardening and recently have embarked on an exciting new journey in learning how to grow my own fruit and vegetables.
I like helping people on:
Saving for school fees
Socially responsible investing
Pensions - Approaching retirement
Diploma in Business Management & Accounting
Certificate in Mortgage Advice
My charging model:
Ongoing % fee
I work at