Experience
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Chartered Financial Planner at Schroders Personal Wealth
Personal Wealth Adviser
101 - 500 Employees 2019 - 2021 -
Advanta Wealth
Independent Financial Adviser
21 - 100 Employees 2021 - CurrentBespoke independent financial planning for private individuals on all aspects of protection, retirement, investments and estate planning
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Nationwide Building Society
Financial Planning Manager
101 - 500 Employees 2014 - 2019Advising building society members on protection, investments and estate planning
Education History
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Management Sciences and Marketing
University of Manchester Institute of Science and Technology
2000 - 2003Investment analysis and portfolio management, financial markets and institutions
Qualifications
Advanced Diploma in Financial Planning