Experience

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  Grove pension solutions

  Jun 2020 - Sept 2023

  Factfinder/pensions administrator

  In this position, I gathered information on clients' financial situations during telephone appointments, which I subsequently compile into a comprehensive report. This report is then reviewed by a financial adviser who utilises the information to formulate their advice recommendations.

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  Adams & bowles wealth management ltd

  Nov 2023 - now

  Financial adviser

  I provide tailored financial solutions to individuals and businesses. My focus is on building long-term relationships, preserving wealth, and mitigating risks. Backed by a team of experts at St James's Place, we cover all aspects of financial planning, from investments to retirement and estate planning.