I graduated from the University of Aberdeen in 2016 with a 2:1 degree in Accountancy and Finance. I grew up in the North East of England so moved home after University to kick start my career in finance.
I thoroughly enjoyed the first 18 months of my financial career as a paraplanner at another financial firm. However, as time went on I found that the company was not a right fit for me and I wanted to build my career somewhere that really focuses on the client outcome. That’s what drew me to Eldon.
Since starting at Eldon in 2019, I have found the days exciting and fulfilling. Each client is different and it’s wonderful getting to meet them and hearing their life stories.
Outside of work hours, you may find me spending time with family and friends.
Professional Achievements:
- Chartered Financial Planner
- Fellow of the Personal Finance Society (FPFS)
- Advanced Diploma In Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management (CertPFS (DM))
- Certificate in Mortgage Advice and Equity Release (CertCII (MP&ER))