I am a Chartered Financial Planner and have worked in financial services for over 12 years, having moved into the industry following University. Since then, I have completed a number of qualifications taking me from the role of an administrator to a financial adviser.
I joined Shorts following several years working at a large independent South Yorkshire firm. I have experience of working with both businesses and individuals, providing advice that is both independent and holistic.
I help people to make those big decisions in life, helping them to begin living their dreams. And this is something I really enjoy; helping my clients to plan for the futures they aspire to, and reaching the position where we can fully understand if, how and when that could be achieved.