A little bit about me
After graduating with a 2.1 BA Hons Accountancy Degree I started my finance career at Hargreaves Lansdown, gaining experience in pensions and investments for six years. I then moved to Friends Life where I developed additional knowledge in tax, trusts and protection whilst studying for a Diploma in Financial Planning. The more I learnt the more I wanted to utilise my knowledge to help others. I wanted a career that enabled me to interact with people daily, was technically challenging and more rewarding, so I decided to become a financial adviser.
Finding the right business was the most important thing for me and in 2016 I chose to become part of this family-run, innovative financial planning firm, Unividual. I was enrolled on to a two-year intense training programme as part of Unicademy, Unividual’s in-house Chartered Financial Planner academy. I wanted to be the best financial adviser I could and Unividual offer industry leading on-the-job training delivered by knowledgeable and experienced Chartered Financial Planners. Further to this it was apparent from the offset that Unividual is genuinely focused on client outcomes, service and looking after their staff, things of paramount importance to me.