How would you describe your role within AEON?
I work with clients across a range of areas, including protection, retirement planning, investment planning and estate planning. I take the time to understand what matters most to each client and help them plan for both their current needs and longer-term goals. I believe good financial advice is built on strong, lasting relationships, so I focus on being approachable, clear and consistent throughout the advice process. My aim is to make clients feel secure about their financial future.
What qualifications do you hold?
Law LLB (Hons) & Diploma in Regulated Financial Planning.
What is the most valuable piece of advice you have been given?
Make the most out of every opportunity. Don’t take anything for granted.
What interests do you have?
I am a big Manchester City fan and I love going to watch games with friends and family. Now I have finished studying in Manchester, I like to go back every so often to catch up with my friends.
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
Holiday
Mediterranean cruises mainly, any summer holiday!
Film
Suits and Prison Break if TV Series count!
Sport
Football
Sport Team
Manchester City FC
