My journey
- CII Regulated Diploma in Financial Planning (Dip. PFS)
- Certificate in Discretionary Investment Management
My first role in financial services was running the enquiries inbox for an international fund manager. I remember receiving a letter from an investor wanting to withdraw her ISA to pay for her daughter’s wedding. Our responses were scripted, so I couldn’t EVEN congratulate her and wish them a good day!
I knew then that I wanted a more personal relationship with clients and didn’t want my contact with them to be from behind a logo.
I completed my Financial Planning Diploma with a small firm in Essex, and in 2018 I moved to CBW.
My days are now varied between client meetings, report writing, investment research and due diligence with investment managers/product providers.
What I enjoy most about my job
Being able to chat to clients about their lives does not even feel like work, quite honestly.