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Credentials

  • Certificate in Will-Writing and Estate Planning
    The Society of Will Writers
    Oct, 2020
    - Sep, 2024
  • Level 4 Diploma in Regualted Financial Planning (DipPFS)
    Chartered Insurance Institute
    Aug, 2020
    - Sep, 2024
  • Mortgage Advice
    Chartered Insurance Institute
    Mar, 2020
    - Sep, 2024
  • Discretionary Investment Manager (DM)
    Chartered Insurance Institute
    Oct, 2019
    - Sep, 2024
  • Health and Safety
    CITB

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Aug 2020 - Present

      Independent Financial Adviser

    • Graduate Trainee
      • May 2019 - Aug 2020

    • United States
    • Construction
    • 1 - 100 Employee
    • Groundworker (part time)
      • May 2017 - Sep 2018

    • 1 - 100 Employee
    • Crew Member
      • Jan 2015 - Sep 2015

Education

  • University of Lincoln
    Bachelor of Science - BS, Economics
    2016 - 2019
  • langley school
    Economics, business Studies, Physics
    2014 - 2016

Community

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