Senior Executive, Financial Advice
BA (Hons), ACSI
I left University in 2012 with a First-class degree in Business and Economics and went on to receive a good grounding in the financial services sector through roles at a global high street bank and the world’s largest custodian.
As a member of the financial advice team, I work closely with clients, providing financial planning to help them meet their goals. I hold the CISI Investment Advice Diploma in Financial Advice.
Outside of the office I enjoy golf and football, supporting my hometown club Liverpool FC. I also regularly volunteer at a local homeless charity.
0161 233 4550