Chartered Financial Planner
Joined LIFT-Financial in September 2017.
I graduated from Loughborough University with a First-Class degree in Economics and later joined LIFT-Financial with the desire to become a Chartered Financial Planner. I have since progressed through the LIFT-Academy, working through many professional exams to achieve the status of Chartered and Fellowship in December 2020.
I enjoy working with clients to help them understand their financial goals and objectives and prefer to take a holistic approach using cash flow planning to help them achieve these. As with the other Financial Planners at LIFT-Financial, I work on a transparent and fixed-fee basis.
- Chartered Financial Planner
- Fellow of the PFS
Initial meetings are held at our expense. Please find a link to my diary below if you wish to arrange a meeting:
What gives you a LIFT?
Playing/watching sports and spending time with my wife and dog.