I have over 25 years’ experience as a Financial Adviser. Since joining IM Asset Management in 2012, I've worked extensively with Deputies, Trustees and claimants, providing specialist financial and investment advice.
I also work as an Expert Witness, providing essential pre-settlement advice to claimants and the Courts about how settlements should best be structured.
- Diploma in Financial Planning from the Chartered Insurance Institute
- Progressing toward Chartered Status.
What Do You Most Enjoy About Your Role?
I enjoy working at IMAM because we get the opportunity to meet and build relationships with some amazing people. We are privileged to help them plan and achieve their financial goals.