I have worked in the Financial Services sector since 2019 where I was originally based at Lloyds Bank. I moved from banking to wealth management in 2021. During my time at Trowlock (which has included an 8 month sabbatical to travel the world) I have successfully progressed into a Wealth Management Adviser role, and have collaborated closely with our Managing Partner, Stephen Scutcher, to deliver a high quality and bespoke service offering to Trowlock's clientele. With a key driver being to financially educate people, and having completed my Diploma in Regulated Financial Planning, I am working towards the Chartered Planner accreditation.
Outside of my professional role, I enjoy sports, fitness and travelling, and I also enjoy learning languages - I am currently learning Spanish.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.