Experience

Castell Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Oct 2022 - Present

  We are a progressive Financial Adviser that provides lifelong wealth management strategies for our clients. We offer a full range of services across investments, retirement, protection, banking and mortgages that are focused on helping you to achieve your life goals whilst also trying to make a positive impact on the world around us. For us, wealth management is part of life management. We know that our financial wellbeing impacts every aspect of our lives and plays a critical role in guiding our behaviour towards each other and the world around us. When you become a Castell client you get much more than just financial advice; you enter an ecosystem of support and opportunity that is fully integrated with and focused on your goals and helping you to achieve them. Show less



St. James's Place Financial Adviser Academy

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Associate Partner

  • Mar 2022 - Sep 2022

  In March 2022 I joined the St. James's Place Financial Adviser Academy to train to become a Financial Adviser at St. James's Place Wealth Management. After an intensive six month programme providing me with world-class training on providing holistic financial advice, in October 2022 I completed my training and transitioned into the St. James's Place Partnership. In March 2022 I joined the St. James's Place Financial Adviser Academy to train to become a Financial Adviser at St. James's Place Wealth Management. After an intensive six month programme providing me with world-class training on providing holistic financial advice, in October 2022 I completed my training and transitioned into the St. James's Place Partnership.



Sumitomo Mitsui Banking Corporation

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President

  • Aug 2016 - Dec 2021

  During my time at SMBCE (now SMBC BI) I worked in the Bank's Planning Department performing a quasi-Company Secretarial / Regulatory role focusing on the design, implementation and maintenance of solutions ensuring the Bank / Group's compliance with UK / EU regulation across EMEA. During my time at SMBCE (now SMBC BI) I worked in the Bank's Planning Department performing a quasi-Company Secretarial / Regulatory role focusing on the design, implementation and maintenance of solutions ensuring the Bank / Group's compliance with UK / EU regulation across EMEA.



The Co-operative Bank plc

• United Kingdom
• Financial Services
• 700 & Above Employee

• Project Analyst

  • Oct 2014 - Apr 2016

  After graduating from university, I joined the Co-operative Bank as a Project Analyst which set me on my way in financial services. During my time at the Bank I worked as part of a project team tasked with ensuring the Bank's compliance with various aspects of the UK regulatory framework. After graduating from university, I joined the Co-operative Bank as a Project Analyst which set me on my way in financial services. During my time at the Bank I worked as part of a project team tasked with ensuring the Bank's compliance with various aspects of the UK regulatory framework.