Experience

Montpellier Asset Management Limited

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Wealth Manager

  • Mar 2023 - Present

  Cheltenham, England, United Kingdom After a year advising on mortgages with Montpellier and contributing a great deal to the paraplanning team. I have stepped up to wealth management at an adviser level. I will use my past experiences on shadowing advisers, alongside my in-depth industry knowledge to build my client bank and to manage investments.

• Paraplanner & Mortgage Adviser

  • Feb 2022 - Mar 2023

  Cheltenham, England, United Kingdom At MAM Ltd, I assist a number of advisers with highly technical queries and provide support when dealing with the most complex cases. Utilises a number of investment platforms and research tools. I am CAS status and advise on mortgage and protection cases with leads that are self-generated or by combing through warm clients. I am working through the process of becoming a Registered Individual to enable me to become a signed off Financial Adviser.



R2 Management Ltd

• Bar Staff

  • Apr 2017 - Sep 2023

  Crudwell, England, United Kingdom Social workplace & Networking



Andrews Property Group

• United Kingdom
• Real Estate
• 200 - 300 Employee

• Mortgage and Protection Adviser

  • Dec 2020 - Feb 2022

  Gloucestershire, England, United Kingdom Working at Andrews allowed me to understand the workings of a large firm and how different business types work together. I had a large number of leads of varying quality fed directly to me from branches where there was a high expectation of converting these to business. I lead a number of training exercises for some of the mortgage team on a new back office and also sales training for estate agency staff with regards to mortgages.



Acuma Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Apprentice Financial Adviser

  • Apr 2017 - Nov 2020

  Bristol, United Kingdom This role includes extensive paraplanning, financial administration and mortgage advice roles My time at Acuma introduced me to the financial services industry and allowed me to study towards the level 4 diploma, which I completed in November 2020. I shadowed 3 independent financial advisers on a daily basis to understand the different approaches each adviser takes to giving financial advice. I worked alongside one adviser on the investment committee to analyse funds and to… Show more This role includes extensive paraplanning, financial administration and mortgage advice roles My time at Acuma introduced me to the financial services industry and allowed me to study towards the level 4 diploma, which I completed in November 2020. I shadowed 3 independent financial advisers on a daily basis to understand the different approaches each adviser takes to giving financial advice. I worked alongside one adviser on the investment committee to analyse funds and to quarterly update the firms selection of 5 risk profiled investment model portfolios. I sat in on client meetings to learn from an experienced individual and to develop my face-to-face skills. I integrated the use of several new systems including dynamic planner into the firms advice process which I trained all adviser on using and became a core part of their advice track. Show less