Chartered Financial Planner at Netwealth
After graduating from Bristol University in 2011, I was keen to put my degree in Economics and Finance to good use. I began my career as Trainee Financial Planner at a leading City firm and embarked on the first of many professional exams, working my way up to become a Chartered Financial Planner and an adviser - primarily to partners at the leading accountancy and law firms. After six years, I moved to a boutique advisory firm where I was senior adviser to a broader group of high-net worth clients; however, after a year, I took the opportunity to join the fast-growing and forward-looking Netwealth.
Here I continue to help clients meet a wide range of financial objectives. People come to us to be reassured and to find meaningful solutions to their financial challenges. As an adviser, I like the fact that our modern technology can help bring the topic to life, while also helping us keep fees low. Fees play a big part in any planning strategy, while visual, accessible technology can help clients feel more confident – these qualities set us and the advice we provide apart.
Helping clients achieve their objectives is very fulfilling. I also enjoy regularly hosting webinars to explain various financial planning concepts and investment ideas. From time to time, I also step outside my traditional area of expertise to work with our software engineers with tools and other technology to help enhance the overall Netwealth service.
Outside of work, I really enjoy travelling, and also spend time playing squash and going to the gym now that my football playing days are behind me.
I like helping people on:
Saving for school fees
Pensions - I’m approaching retirement
Chartered Financial Planner
Diploma in Financial Planning
My charging model:
Fixed £ fee
I work at