Experience

Cranwell Wealth Solutions Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Aug 2022 - Present

  At Cranwell Wealth Solutions we provide comprehensive financial planning and wealth management services, helping individuals and businesses to achieve their financial goals, irrespective of their resources or life stage At Cranwell Wealth Solutions we provide comprehensive financial planning and wealth management services, helping individuals and businesses to achieve their financial goals, irrespective of their resources or life stage



St. James’s Place

• United Kingdom
• Financial Services
• 700 & Above Employee

• Associate Partner of St. James’s Place Wealth Management

  • Dec 2019 - Aug 2022

  St. James's Place Wealth Management is 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. St. James's Place Wealth Management is 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.



AXA Health

• United Kingdom
• Financial Services
• 700 & Above Employee

• Team Manager

  • Oct 2018 - Dec 2019



Saga plc.

• United Kingdom
• Financial Services
• 700 & Above Employee

• Team Manager

  • Jul 2015 - Sep 2018

• Business Coach

  • Mar 2016 - Dec 2016

• Business Trainer

  • Oct 2014 - Jul 2015

• Sales Executive

  • Aug 2011 - Oct 2014