My journey
- BSc Banking and Financial Planning
I began my career with the CBW Financial Planning team in October 2018. I started as an administrator as part of CBW’s Financial Planning graduate scheme having achieved a 2:1 degree in Banking & Financial Planning.
Prior to joining CBW, I worked as a waiter and barman for a local restaurant. I’m an outgoing person so I relished the role as it gave me the opportunity to meet and interact with various people, something I really enjoy doing.
I was promoted to the role of paraplanner in January 2021 which is the final stage before becoming a chartered financial planner. As a paraplanner, I assist our financial planners in their client meetings and prepare suitability reports.
I wish to become a financial planner as I am passionate about helping people understand and achieve their goals and aspirations. I hope to help existing and prospective clients navigate the world of finance and ensure their experience is as stress free as possible.
What I enjoy most about my job
I enjoy the interactions with the various people we assist. Plus, every day brings a different challenge and I like the idea of constantly learning.
About me
Contact us
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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