Chartered Financial Planner

• Jan 2019 - Present

Advising clients, primarily on pensions and investments. Helping them to identify, clarify and achieve their objectives to the highest standard.

Practice Manager

• May 2013 - Present

I am responsible for the day-to-day running of the practice; everything from health and safety to management systems, it is my job to ensure that everyone else can do their jobs safely, efficiently and effectively. If I don’t do my job properly, no one else will be able to do theirs. At Morgan Williams & Co. the client and the client’s journey with us is at the centre of everything we do. Customer service is the foundation upon which the company was built and thrived. I pride myself on delivering the highest standard of customer service to our clients during their journey with us. Nothing is too much trouble. In addition, I work closely behind the scenes, with our advisers on client work, supporting investment research, due diligence and investment outlook. I am passionately forward looking and believe every system is never finished but in a constant state of evolution. It is my job to constantly be looking for ways to do things better, to be more efficient and most importantly to deliver better outcomes for our clients. Show less

Financial Adviser

• Jul 2016 - Jan 2019

Employment Support Officer

• Aug 2011 - May 2013

I had a role which involved developing and delivering systems to deliver sustainable employment for long term unemployed benefit claimants for the Department for Work and Pensions’ Work Programme contract. The contract is a results based contract and beyond limited minimum standards providers are allowed substantial freedom to do whatever is effective to achieve long-term employment for the participants. I worked with my colleagues to design and deliver effective systems that achieved this goal. The process involves identifying barriers to employment and systematically tackling them through a variety of means, including signposting to external organisations, assistance with CV creation/letter writing/job searching. The role involves a significant amount of client contact and administrative duties, in addition to an in depth knowledge of the benefit system. Show less

Community Project Worker

• Feb 2011 - Aug 2011

Immediately after graduating I decided that I wanted to work for a period in the third sector, helping to give something back to the community and to put the theoretical management skills I had learned to the test. This role was perfect for me as it allowed me to do both. I was my job to work as part of a government scheme with young people, not in education, employment or training to complete works for the community. For example designing and constructing an allotment for disabled children at Wansbeck Allotments, something which thrives to this day. The young people were not paid to complete this task and instead received a modest training allowance, far below the minimum wage. It put to the test my motivational and leadership skills when having to get the best out of these young people, on a wet and windy Monday mornings. Show less