I'm a Financial Planner with 17 years’ experience in Financial Services. I've been with IM Asset Management for over 5 years. As a member of the advisory team, I work with Deputies, Trustees, and claimants to ensure the very best advice and service is provided on an ongoing basis.
Prior to IM Asset Management I was a Financial Planner for 7 years at AXA Wealth and Skipton Financial Services.
- BA (Hons) Degree in Business Management
- Diploma in Financial planning and
- Progressing towards Chartered Status.
What Do You Enjoy Most About Your Role?
I enjoy working with our clients, identifying their objectives and planning how to achieve them.