I graduated from Newcastle University in 2013 with a degree in Geography and started my career in financial services shortly after.
In 2020, I joined Eldon, having gained 5 years of experience in my previous role. I was drawn to Eldon by the strong client focus and approach to holistic financial planning.
I completed the Advanced Diploma and achieved Chartered Financial Planner status in 2021 and I have enjoyed building relationships with our clients and helping them work towards their goals.
There’s always more to learn, and I am continuing to expand my technical knowledge as I work towards becoming a Fellow of the Personal Financial Society (FPFS).
Outside of work, I enjoy exploring National Trust sites in the North East, going to the theatre, and spending time with friends and family.
Professional Achievements:
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management