I began working for Tom in November 2015, after receiving my A Levels in the summer of 2015. It was my first ‘proper’ job after leaving school and after studying A Level Statistics Maths at Sixth Form, the apprenticeship agency I spoke to recommended I speak with Tom and go for an interview. Since getting the job, I’ve loved learning and building my experience day-by-day.

My roles include administration (emailing clients, scanning post, speaking with providers) and assisting Tom with the advice process for a client, (researching and analysing existing plans and constructing a financial plan for the client).

I enjoy the construction element of building a financial plan for someone as it feels like piecing a jigsaw together. Seeing the end result – the life changes – it can bring for a client makes all the hard work worthwhile!

Qualifications
  • Diploma for Financial Advisers (DipFA)
  • Financial Services, Regulation & Ethics (R01) – CII

When I'm not at work

You’ll find me spending time with my family, playing 5 a side with my friends, watching the football at the pub, going out to bars with my friends, walking our dogs/ looking after the animals at home (two dogs, one pony and chickens).

You might not know about me

Get in touch

Drop by and we’ll pop the kettle on. Alternatively, send us a message and one of us will be in touch.