From my mortgage advice experience, I soon realised that there were a number of areas I was unable to advise on and help my clients with, such as Pensions and Saving options. In 2021, I decided to further my financial services knowledge by joining a Wiltshire-based St. James's Place Practice, as an Administrator and Adviser Assistant. I then entered and successfully graduated from the St. James's Place Financial Adviser Academy at the beginning of 2023 and have loved my journey as an Adviser so far. In July 2023, I started a new role as Financial Planner with Anderson Financial Management Ltd, the Chartered Financial Planning Firm near to my home in Bristol. I am now very excited to be developing towards my goal of becoming a Chartered Financial Planner with Andersons.

I have a genuine interest in people and helping them reach goals they have set for themselves whether that’s personal or financial. My passion lies with building solid long-term relationships with people and hope that they think of me at the important stages of their lives to help them along their journey.

In my spare time I enjoy going to live music events, eating out in Bristol’s many amazing restaurants and going to the gym. I have a passion for travelling and enjoy hiking the British coastal path.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.