📍 The Ribbons Network Berkshire Member 📍
My desire to work in financial advice comes from a want to help others achieve their long-term plans as I have seen my own loved ones benefit from, and from seeing the other side of the coin from family who have not engaged with financial advice. Engagement with clients is crucial to ensure they are understood and their needs are suitably met.
Prior to Bryant Hall Todd Wealth Management, I gained four years of experience in the financial advice industry along with a Diploma in Financial Planning from the CII and a degree in Management from the University of St Andrews. This helps to ensure that I am well-prepared and qualified to meet my clients’ needs.