Experience

• 

  Dsg chartered accountants

  Aug 2013 - Aug 2013

  Market researcher
• 

  Universal mouldings

  Jul 2014 - Sept 2014

  Office manager assistant
• 

  Investec wealth & investment uk

  Oct 2015 - Aug 2016

  Regulatory reporting administrator
• 

  Close brothers asset management

  Aug 2016 - Jul 2023

  • Financial Planning Supervisor

    Aug 2022 - Jul 2023

  • Chartered Financial Planner

    Oct 2020 - Jul 2023

  • Financial Planner

    Nov 2018 - Oct 2020

  • Paraplanner

    Feb 2018 - Jan 2019

  • Assistant Paraplanner

    Apr 2017 - Feb 2018

  • Personal Client Assistant

    Aug 2016 - Apr 2017
• 

  Shackleton - britain’s financial adviser

  Nov 2023 - now

  Financial planning manager