Experience

Courtiers

• Spain
• Performing Arts
• 1 - 100 Employee

• Chartered Financial Planner

  • Mar 2019 - Present

• Private Client Adviser

  • Mar 2019 - Mar 2019



Grant Thornton UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Policy and Research Assistant Manager

  • Apr 2016 - Mar 2019

  Responsible for research and policy for advisers and support. Responsible for research and policy for advisers and support.



Mattioli Woods plc

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Senior Technical Assistant

  • Jan 2016 - Apr 2016

  Paraplanning technical support Paraplanning technical support



Bellpenny

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Technical Development Consultant

  • Oct 2014 - Nov 2015

  Development of paraplanners including training of new and trainee paraplanners.Involved in researching and testing new systems and software. Building processes around the business model including implementation and training.Experienced software and system user providing guidance on how best to get the best out of the systems.

• Paraplanning Team Leader

  • Sep 2013 - Oct 2014

  Responsible for running a team of paraplanners along with training new paraplanners that join the business

• Paraplanning Team Leader

  • Sep 2013 - Oct 2014

  Responsible for running a team of paraplanners along with training new paraplanners that join the business

• Paraplanner

  • Jun 2012 - Sep 2013

  Bellpenny is a new IFA Wealth Management company backed by Oaktree, the leading global investment management firm. Subject to FSA approval, Bellpenny will enter the independent financial advisers marketplace in Summer 2012. The Retail Distribution Review (RDR) is the catalyst for Bellpenny’s formation. The company has full funding commitments to pursue a focused IFA client acquisition and asset aggregation strategy. A full face to face advice and service proposition will be provided to all acquired and referred clients, delivered from a centralised asset management solution based on both a state of the art platform and back office technology. Bellpenny believe that the changes from RDR legislation mean that the time is right for all clients to benefit from the provision of a seamless, professional, and charged service proposition. This new business is specifically designed to serve these opportunities and to provide IFAs with options as they consider the impact of the changing regulatory landscape on their businesses.SpecialtiesWealth Management, Financial Planning & Advice



Shaw Gibbs Llp

• Paraplanner

  • Nov 2009 - Jun 2012



SRD Financial Management Ltd

• Technical Account Manager

  • 2009 - 2010