Professionally

I joined PFM Associates in 2024 having previously worked at J.P. Morgan. I’m currently in the process of completing by Diploma in Financial Planning having passed 3 out of the 6 exams. My role is to support the financial planning team by completing annual review requests and responding to any client enquiries. My aim is to become a chartered financial planner in the future, and I look forward to progressing with this journey at PFM.

Personally

I enjoy keeping active, I swim and lift weights weekly. I’m very close to my family who live locally and enjoy spending time with my 2 younger brothers. I also have a busy social life which gives me a balance in life. I have a particular interest in Japanese Koi Carp and my personal ambition is to have a massive Koi Pond (watch the space!).