I assist the relationship managers in building financial roadmaps for our clients. The role provides me with a great deal of variety and I get to work with a brilliant team to deliver results for our clients.  I am an analytical person and so I enjoy getting into the detail of my work. Putting together a tailored financial plan for each client and seeing the real benefits of the work we do is what makes my role so rewarding.

What’s top of your bucket list?
Explore more of the world! I think Japan is next on the list.

What did you want to be when you were a child?
Growing up, I wanted to be a Digger Driver and drive a JCB!

Best box set to binge-watch?
Succession

Which song gets you on the dancefloor?
Any of the classics – but I do enjoy anything by Kasabian.