I joined Acumen Financial Partnership Ltd on an Apprenticeship, in September 2018 which gave me the opportunity to start my career as an Associate with a view to completing my initial Diploma in Financial Planning.
This was quickly followed by the Advanced Diploma in Personal Financial Services allowing me to use the title of Chartered Financial Planner.
I then added to these qualifications with additional exams and assignments earning me the title of Fellow of the Personal Finance Society.
A passion for investment planning and my ambition for continuous development then led me to seek out my Masters Diploma – this time with the Chartered Institute for Securities and Investments (CISI).
This meant two years of arduous study and exams, but I am now proud to be a Chartered Wealth Manager as well as a Chartered Financial Planner.
Those who know me professionally and personally can’t help but ask – “What’s next?”
My focus now is less on the exam side of things and more on both client work and business development.
Helping clients in a wide range of circumstances and being a team player within the business to ensure we are at the cutting edge of financial planning are two of my biggest passions. Therefore, I enjoy devoting my time to these areas most closely.
From a personal perspective, me and my fiancée, India, our baby boy, Henry and our Labrador, Sadie all love walking, running and spending time together as a family.
