My first job in the finance industry was in a bank, and I worked there for four years before making the decision to take on a bigger challenge and begin my adviser training. I have recently joined the Lester Brunt team and am looking forward to starting my training to qualify as a financial adviser, through the St. James’s Place Adviser Academy.
I am looking forward to and excited about being able to spend time with different people from different backgrounds, who need precise, specific financial planning advice, and I have ambition to help anyone, regardless of their scenario and circumstances. By engaging regularly, I will build an in-depth understanding of what each family, individual or business’s storyline looks like, so I can help them on their journey. I will take pride in spending time meeting and getting to know my clients, and as a holistic adviser I will address each financial concern collectively, but I specifically enjoy working with IHT and helping families of multiple generations. Providing long-term value and building lasting relationships keep me motivated to carry on pushing myself to continue improving and providing the best service. I am ambitious and will work hard to be the best and have a long-term goal to become a Certified Financial Adviser.
Outside of work, I have a Computer Science degree from Birmingham City University and am also a big sports fan, playing tennis and cricket in my spare time. I have experience transforming lives as a personal trainer and am also passionate about food and nutrition, as I like to cook and share food with friends. I am based remotely in Oxford and like to travel, with aspirations to explore more of the word and visit Australia, New York, and South Korea.