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.
About me
Coffee in the garden with a book, a pub lunch with friends and maybe the cinema if there’s something good on.
I love it when people hand out free chocolate outside Liverpool Street Station!
I’ve been planning a trip to NYC for about ten years!
The stock market is priced as much on feelings as numbers.
“Remove one accessory before leaving the house” – Coco Chanel
CBW is a bit like “Cheers”, where everybody knows your name.
Read my articles
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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