Experience

Penny's Podcast Studio

• United Kingdom
• Sound Recording
• 1 - 100 Employee

• Co-Owner

  • Jul 2023 - Present

  Your premier destination for professional and immersive podcast recording experiences. 🔹 Seasoned Podcaster or Newcomer, We've Got You Covered! 🔹 Whether you're a seasoned podcaster with a long list of episodes or just starting your exciting journey into the world of podcasting, our state-of-the-art studio is designed to meet your every need. We take pride in offering a nurturing environment that fosters creativity and allows you to focus on what you do best: delivering engaging and captivating podcast episodes. Please note that the services provided by Penny's Podcast Studio are separate and distinct from those offered by St. James's Place Wealth Management. Show less



Millfield Wealth

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Planning Director

  • Jan 2023 - Present

  As a Financial Planning Director at Millfield Wealth, I am dedicated to empowering my clients to achieve their life goals through a comprehensive and step-by-step approach to financial planning. A well-crafted financial plan serves as a roadmap, providing invaluable guidance they navigate life, allowing them to stay in control of their income, expenses, and investments while working towards their aspirations.In my capacity as Financial Planning Director, I collaborate closely with the directors to develop and implement effective strategies that enhance the company's overall financial position. I am actively involved in driving the planning process, ensuring that we remain on course to achieve organisational objectives.By combining my expertise in financial planning with a keen understanding of the business landscape, I strive to optimise financial performance, mitigate risks, and identify growth opportunities for Millfield Wealth. My commitment is to helping individuals and the company thrive and achieve success. Show less

• Wealth Management Consultant at Millfield Wealth Management Ltd, Partner Practice of St. James's Pla

  • Mar 2017 - Present

  I am privileged to provide expert guidance and consultation to clients seeking to optimise their financial strategies through a diverse range of financial products and services. I play a key role in crafting comprehensive plans tailored to our client's unique needs and goals.With a client-centric approach, I understand the specific financial objectives and aspirations of each individual, family, or business I work with. By leveraging my expertise and knowledge of the financial landscape, I devised personalised wealth management strategies that align with their long-term vision.As a trusted advisor, I navigated complex financial scenarios, offering insights into investment opportunities, risk management, tax planning, and estate considerations. My goal is to empower clients with the knowledge and resources needed to make informed financial decisions, ultimately helping them achieve sustainable growth and financial well-being. Show less



Fierce Femmes

• Community Services

• Fierce Femmes Finance Ambassador

  • Jul 2022 - Present

  As the Finance Ambassador for Fierce Femmes, I have played a pivotal role in empowering women through financial education and fundraising initiatives. Over the course of 12 months, I have actively engaged with more than 900 women, effectively promoting financial literacy, and spearheading impactful fundraising campaigns that have successfully raised thousands for various women's charities. As the Finance Ambassador for Fierce Femmes, I have played a pivotal role in empowering women through financial education and fundraising initiatives. Over the course of 12 months, I have actively engaged with more than 900 women, effectively promoting financial literacy, and spearheading impactful fundraising campaigns that have successfully raised thousands for various women's charities.



St. James's Place Financial Adviser Academy

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Academy Partner

  • Oct 2016 - Apr 2017

  I had the privilege of being part of the SJP Academy, where I received support from a University Graduate to a Fully Qualified Financial Adviser. Throughout this process, I benefited from end-to-end assistance, including tailored training, engaging workshops, and valuable peer group events. These opportunities enriched my knowledge and honed my skills, enabling me to excel in the financial advisory field. I had the privilege of being part of the SJP Academy, where I received support from a University Graduate to a Fully Qualified Financial Adviser. Throughout this process, I benefited from end-to-end assistance, including tailored training, engaging workshops, and valuable peer group events. These opportunities enriched my knowledge and honed my skills, enabling me to excel in the financial advisory field.



Millfield Capital Limited

• Cardiff

• Financial Services Administrator

  • Jul 2010 - Oct 2016

  I ensured strict compliance with procedures, maintained complete customer files, and supported clients with exceptional service. Working alongside my studies, this role served as an invaluable stepping stone into my career in financial services, providing practical experience and insight into industry operations. Supporting a large financial advisory team, I optimised processes and record-keeping, contributing to a streamlined and efficient client management system. The experience gained during this time has been instrumental in shaping my professional growth within the financial services sector. Show less



Goldenway Group

• Financial Services
• 1 - 100 Employee

• Marketing Consultant Team Leader

  • Sep 2015 - Sep 2016

  Through a dissertation level project I have had the opportunity to lead a team of six individuals to formulate a Marketing Strategy on the sponsorship optimisation of GWFX's affiliation with Swansea City AFC (worth £4 million). My stint as team leader with GWFX resulted in me being nominated for, and winning a Swansea University Award for Leadership. Through a dissertation level project I have had the opportunity to lead a team of six individuals to formulate a Marketing Strategy on the sponsorship optimisation of GWFX's affiliation with Swansea City AFC (worth £4 million). My stint as team leader with GWFX resulted in me being nominated for, and winning a Swansea University Award for Leadership.



Swansea University

• United Kingdom
• Higher Education
• 700 & Above Employee

• Business Management (Finance Pathway)

  • Sep 2013 - Jul 2016

  First Class Degree Obtained

• SPIN Placement Student within the Academic Registry

  • Aug 2015 - Sep 2015