I have worked in financial services since 2014, beginning my career in compliance before expanding into investments and pensions. Over the years, I have developed extensive experience across paraplanning, team leadership, and wealth management. I now oversee our investment committee, focusing on propositions for investment within the company, managing relationships with third-party investment managers and Discretionary Fund Managers (DFMs).

 

In my role, I lead our investment committee and conduct in-depth research and analysis on all recommendations from our DFM partners. My primary focus is to ensure we maintain robust platforms, providers, and investment strategies that align with each client’s specific objectives. Delivering the best possible outcomes for our clients remains my top priority, achieved through close collaboration with DFMs, fund managers, compliance, operations, and the wider leadership team..

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I am also a singer-songwriter, performing gigs across Derbyshire both as a solo artist and as part of a rock and roll band.