Who do I work with?
My clients are diverse and range from young professionals, to those looking to manage their wealth for retirement. There are also those clients who have experienced various life events, such as divorce or a death in the family, which of course can be overwhelming for the individuals and significantly affect their financial plans.
My belief was I shouldn’t go to university unless I knew exactly what I want to do for my career and it required a degree as I was eager to begin adult life and didn’t want the added student tax burden. Therefore, I finished college in 2010 and started work in hospitality to get me going whilst I worked out what I really wanted to do for the rest of my life!
After buying my first property three years later, I had realised my passion for personal finance should be my career, after all, when recognising something you are so enthusiastic about can be your career, I knew I had to do it!
I begin working at a major high street bank as a Personal Banker in 2014 where I gained experience helping families and business owners achieve their financial goals.
Today, I am a Senior Private Client Adviser having joined HFMC Wealth in 2019 and as my passion is helping families achieve their goals and aspirations, I was very keen to do so in a holistic financial planning environment. So, I made the easy decision to join HFMC, a fully independent firm of Chartered Financial Planners.
Outside of work, I am kept busy with my two young children who enjoy gymnastics and bedtime stories. I try to get out on my motorcycle as much as I can in my spare time (including the odd track day!) as I am passionate about engines. I also love to travel and always try to ensure my next trip booked.