Financial Planning Consultant
After completing a Master’s Degree in Financial Management, I started my career within the financial planning sector with PDB.
I joined PDB in 2014 as an Adviser Support. I have since completed the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and moved into a Financial Planning Consultant role. My aim is to now complete the Chartered Insurance Institute’s Advanced Diploma in Financial Planning and gaining my Chartered Financial Planner status.
I consider myself very fortunate to meet new and interesting people on almost a daily basis and enjoy building great relationships with my clients. Spending time with good people and helping them and their families achieve their life goals is very rewarding.
Away from work you can usually find me at the gym, socialising with friends and family or planning my next trip away.