Financial Planning Manager
What makes me tick?
I thrive on building long-term relationships with clients, helping them make the right financial decisions at the right time. Great client outcomes often mean that I need to work with other professions especially those in law and accountancy to achieve this.
I am a member of the Senior Leadership Team and responsible for our Culture of Learning which ensures that all our staff are trained to the highest professional standards. I am also on the Chartered Insurance Council in Nottingham and regularly contribute financial articles to national newspapers.
I am proud to be a Chartered Financial Planner which is the ultimate endorsement of excellence and professional achievement. I hold the Chartered Insurance Institute High Achiever Award for Nottingham 2017 and was a Finalist in the Personal Finance Society Chartered Financial Planner of the year 2018.
My goals for 2019 are to promote financial education in schools with Young Enterprise and support the Personal Finance Society with its Forces Money Plan programme helping ex-forces personnel receive high-quality financial advice.
Out of work
• Dedicated taxi driver to family
• Adoption panel member at Adoption Plus
• Assistant Scout leader