Head of Investment Planning
“I enjoy working with a team who are genuinely dedicated to helping clients realise their aspirations, and in an environment where continuous training and development is embedded in the culture.”
I joined Wealth Matters in January 2019 and subsequently completed training for the paraplanning role and the Diploma in Regulated Financial Planning.
I have since taken on the role of Head of Investment Planning and am the lead for paraplanning projects.
Before joining Wealth Matters, I spent thirteen years working with investments at Lloyds Private Banking with the experience helping me within my current roles.
- Diploma in Regulated Financial Planning
- CFA UK Level 4 Certificate in Investment Management
- BSc (Hons) Mathematics degree, grade 2:1 (University of Bath)
Telephone: 01582 720511