I am a member of the Personal Finance Society as well as the Chartered Insurance Institute and currently hold the Diploma in Financial Planning, Certificate in Mortgage Advice, Certificate In Financial Services and the Certificate in Life and Pensions.
Since joining Margetts I have been studying and working with the aim of obtaining Chartered Status within the Personal Finance Society and transitioning into an Advisory role at Margetts Wealth in the future.
I initially discovered my interest within the Financial Services sector during the completion of my Accounting and Financial Management degree. With the opportunity to undertake an industry placement as part of my university course, I approached Margetts for the mutual opportunity and after a number of years within the financial services industry it has been the best decision I have made to date.
I work closely with Kevin, Ian, James and Graham participating in all paraplanning and administration aspects of Financial Planning and Wealth Management. I also help to maintain and provide the top quality, friendly and informative client service that the team at Margetts Wealth Management pride themselves with.
In my spare time, I am a keen sportsman and darts player, my pastimes include a variety of physical activities and social events, I am even now trying my hand at DIY and gardening after recently purchasing my first home with my partner.
I am excited and optimistic for what the future has in store.