Trainee Financial Planner (LIFT-Academy)
Joined LIFT-Financial in April 2022.
I am a Business Management graduate from Newcastle University. Following several years of working in project management, I was seeking a new challenge and to restart my career in an industry I was more passionate about.
After passing two of the Level 4 Financial Planning exams while in my former role, I made the career change to join LIFT in the Academy.
My focus is to now continue progressing through the required exams while I gain insightful experience in all of the relevant roles and move through the Academy, to eventually become a Chartered Financial Planner.
My interests outside of work are the gym, bouldering, hiking and socialising with friends and family.
- Which famous people would you like to have a dinner party with?
- David Attenborough, Leonardo Dicaprio and Louis Theroux
- What gives you a LIFT?
- A sunny hike with friends, socialising and travel; either on a beach holiday or city break
- Favourite city?