I graduated from Keele University in July 2021 with a First-Class Honours in Economics. During my time at university, I especially enjoyed my modules with a lean towards Finance. So, when I had an opportunity to join the Wealth Experts team it was very exciting. I have previously worked as a Snowboarding instructor which I believe has helped my ability to communicate effectively with clients and peers.
What do you enjoy most about your job?
Keeping track of personal Finances can be difficult, so I enjoy the process of making this easier for clients and presenting advice to them in a clear and succinct way that can leave them confident about theirs and their family’s futures.
How do you most like to spend your time outside of work?
I love Snowboarding, either at the dry slope next to the office or rare occasions when I can get on real snow. I also like to play guitar in my spare time.
Something guaranteed to make your day better…
Starting the day with some good music and a coffee, and hearing back from a client that they’re happy with a service we have provided.
Book a meeting with one of our wealth experts, call 01782 345100 or book online.