I started my career in financial services at the young age of 19 as a Financial Administrator. After being introduce to the world of financial services, I became a Financial Paraplanner at the age of 21. Whilst working as a Financial Paraplanner I took The London Institute of Banking and Finance (MLIBF) exams and received my Level 4 Diploma qualification, to provide financial advice.
I received the "Top Student" reward for gaining the highest mark on the final exam & coursework in the cohort, that was ran by Quilters.
During the time that I have worked in Financial Services, my passion for this industry has grown immensely to help people realise their financial goals. In order to achieve our lifetime objectives, effective planning is required and I want to ensure that even from a young age, people understand the importance and value of such proficient advice.
With my experience as a Financial Paraplanner and Financial Adviser, I would regard investments and retirement planning my expertise.
Click here to view my SPS Certificate.