Experience

bloxham, brooks & bailey

• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Feb 2021 - Present



BLACKBROOK FINANCIAL SERVICES LTD

• United Kingdom
• Financial Services

• Financial Planner

  • Apr 2018 - Jan 2021



Wealth Help Financial Planning

• Financial Services

• Co-Founder

  • Apr 2013 - Jun 2018

  At Wealth Help Financial Planning we have a clear vision of what financial planning really should look like. It's new, exciting and different from other IFA and financial planning firms you may have met. It's about your whole life - not just your money. Your money is the tool to enable you to live the life you want. We encourage you to dream big and then stick with you on your journey to making your dreams reality. After all, life is not a dress rehearsal! We base your financial plan around your life, your goals and ambitions. Through our lifestyle planning techniques we can even help you figure out what your goals are. We help and guide you on every aspect of your financial and lifestyle planning; from managing your daily budget through to designing and monitoring your investment portfolio. Everyone is different, we understand and respect that. Our approach is revolutionary. We treat you as an individual and give you the time and environment to explore what is important to you. Only when we know what is important to you can we put in place a financial plan to achieve your life's goals and ambitions. That's why we call it Lifestyle Financial Planning.



The Oval group

• United Kingdom
• Insurance
• 100 - 200 Employee

• Pension Consultant

  • Dec 2011 - Mar 2013



Santander

• Spain
• Banking
• 700 & Above Employee

• Personal Banking Adviser

  • Mar 2009 - Dec 2011



Bairstow Eves

• Senior Negotiator

  • Jul 2008 - Mar 2009



Harrison Murray Estate Agents

• Leicester, United Kingdom

• Negotiator/Lister

  • Apr 2005 - Jun 2008