Experience

Path Financial

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Chartered Financial Planner

  • Jul 2022 - Present



Saunderson House

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Planner

  • Oct 2020 - Aug 2022

• Chartered Financial Planner

  • Dec 2021 - Jul 2022

• Associate Financial Planner

  • Jul 2019 - Oct 2020

• Assistant Financial Planner

  • Jan 2018 - Jul 2019

• Trainee Financial Planner

  • Aug 2016 - Dec 2017



University of Exeter

• United Kingdom
• Higher Education
• 700 & Above Employee

• Junior Green Consultant

  • Jun 2015 - Sep 2015

  • Received training at the University to improve my understanding of how to run a range of environmental audits including energy, waste and water• Lead a project for the University’s waste and recycling targets for the period of 2015 to 2020• The research has since been used for the University's official 2015 to 2020 environmental plan • Received training at the University to improve my understanding of how to run a range of environmental audits including energy, waste and water• Lead a project for the University’s waste and recycling targets for the period of 2015 to 2020• The research has since been used for the University's official 2015 to 2020 environmental plan



International Language Holidays

• House Parent and Activities Supervisor

  • Jul 2014 - Jul 2015



Tamar Energy Ltd

• Internship

  • Jun 2015 - Jun 2015

• Graduate telephone fundraiser

  • Oct 2014 - Nov 2014



X-on

• Information Technology & Services

• IT Assistant

  • Nov 2012 - Aug 2014



Framlingham College

• United Kingdom
• Education Management
• 100 - 200 Employee

• Assistant Tennis Coach

  • Sep 2008 - Dec 2012

  • Assisted the head coach with the weekly tennis development programme set up for children between the age of 6 and 11• An extremely rewarding job, in which I had to be well organised, reliable and have excellent time management skills when leading sessions on my own• When the head coach was unavailable I was given the flexibility to organise sessions on my own, to be creative and to give me confidence in my own ability• I completed my level 1 tennis coaching assistant qualification and was able to complete private one-to-one sessions during the week and during school holidays