Experience

Wealth & Tax Management Chartered Financial Planners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Mar 2021 - Present



Warren House Chartered Financial Planners

• Financial Adviser

  • Sep 2014 - Mar 2021

  St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives



Gracechurch Wealth Management LLP

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Aug 2011 - Sep 2014



RSM Tenon now RSM UK

• Accounting
• 300 - 400 Employee

• Paraplanner

  • Jan 2006 - Aug 2011



Chancery IFA

• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Mar 2003 - Dec 2005



Hannover Consulting

• Germany
• Business Consulting and Services
• 1 - 100 Employee

• Financial Adviser

  • Apr 2001 - Feb 2003



Sun Life Financial of Canada (UK)

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Financial Adviser

  • Aug 1999 - Apr 2001