Chartered Financial Planner
Joined LIFT-Financial in September 2010.
I graduated in 2009 and trained as an offshore rope access technician; an obvious segway into financial services! Whilst doing some project work at LIFT in 2009, and again in 2010, I recognised the opportunity ahead of me and progressed through the business, from administration to a Chartered Financial Planner. I have been advising my own clients for several years now and adopt a holistic view from the outset, often starting with a comprehensive cash flow model.
I work on a fixed-fee basis and have high professional standards.
- Chartered Financial Planner
- Fellow of the Personal Finance Society (PFS)
- PFS Pension Transfer Gold Standard
- STEP Certificate in Financial Services – Trusts & Estate Planning
What gives you a LIFT?
The outdoors and performing live.