I began my career as a Trainee Wealth Manager in 2004 at Taylor Patterson, building and managing bespoke multi-asset portfolios for our firm’s HNW clients. Gaining Chartered Financial Planner and IMC status, I led the TP Investment Committee, also becoming Director and Partner in the firm, before an acquisition by a national plc wealth manager.

I became a member of the plc Investment Committee, managing over £1bn of investment assets before leaving to join the exciting, ambitious (and award-winning) team at Becketts FS, representing the ‘next generation’ of independent and employee-owned financial-planning-led wealth management.