Experience

Suttons IFA, Financial Planners

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chartered Financial Planner

  • Oct 2023 - Present

  Sale, England, United Kingdom



St. James’s Place Wealth Management

• United Kingdom
• 1 - 100 Employee

• Chartered Financial Planner at Middleton Wealth Management

  • Sep 2020 - Oct 2023

  Manchester, England, United Kingdom St. James's Place Wealth Management is a FTSE 100 company and 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.


BNI Cheshire East
• United Kingdom
• Professional Training and Coaching
• 1 - 100 Employee
• BNI Member

  • Jun 2020 - Oct 2023


ACUMEN FINANCIAL ADVISORS,

• United States
• Financial Services

• Financial Advisor

  • Oct 2018 - Sep 2020

  Manchester, United Kingdom Offering a range of services including Pensions, Investments, Mortgages and Protection

• Mortgage Advisor

  • Oct 2016 - Oct 2018



Reeds Rains

• United Kingdom
• Real Estate
• 300 - 400 Employee

• Mortgage Adviser

  • Jun 2015 - Oct 2016

  Manchester, United Kingdom



Sesame Bankhall Group

• United Kingdom
• Financial Services
• 100 - 200 Employee

• General Insurance Advisor

  • Jan 2014 - Jun 2015

  Manchester, United Kingdom



Financial adviser school

• Trainee financial adviser

  • Oct 2013 - Jun 2014

  Manchester, United Kingdom Currently working towards the Diploma in Regulated Financial Planning. I have passed RO, RO5 and CF6


WH Ireland
• United Kingdom
• Financial Services
• 100 - 200 Employee
• Business Support Administrator

  • Aug 2011 - Dec 2013