Experience

Crown Wealth Management Ltd

• United Kingdom

• Financial Planner

  • Dec 2018 - Present

  Shrewsbury, United Kingdom Conduct a comprehensive financial analysis of your current financial situation and future goals. Develop a personalised financial plan that aligns with your goals and values. Implement your financial plan and provide ongoing support to ensure you stay on track to meet your goals. Collaborate with other professionals, e.g., accountants and solicitors, to provide you with holistic advice. Stay up to date on financial industry trends, regulations, and best practices to… Show more Conduct a comprehensive financial analysis of your current financial situation and future goals. Develop a personalised financial plan that aligns with your goals and values. Implement your financial plan and provide ongoing support to ensure you stay on track to meet your goals. Collaborate with other professionals, e.g., accountants and solicitors, to provide you with holistic advice. Stay up to date on financial industry trends, regulations, and best practices to ensure you receive the most current and relevant advice.

• Assistant, Wealth Manager

  • Jun 2016 - Dec 2018

  Shrewsbury, United Kingdom


Shropshire Youth Support Trust
• United Kingdom
• Non-profit Organizations
• 1 - 100 Employee
• Volunteer

  • Nov 2023 - Present


Coutts

• United Kingdom
• Banking
• 700 & Above Employee

• Specialist Advice Assistant

  • Jun 2015 - Jun 2016

  Birmingham, United Kingdom



Partners Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Sales Support Administrator/Paraplanner

  • Jul 2013 - Jun 2015

  London, United Kingdom



Mazars UK

• Accounting
• 1 - 100 Employee

• Internship

  • Sep 2011 - Aug 2012

  Milton Keynes, United Kingdom



Aviva plc

• Sri Lanka
• Financial Services
• 1 - 100 Employee

• Internship

  • Jul 2011 - Aug 2011

  York, United Kingdom

• Administrative Assistant

  • May 2010 - Sep 2010

  Shrewsbury, United Kingdom