Although I am experienced in all areas of financial planning
The areas I specialise in are:
I originally trained and qualified as a lawyer in 2007, practising for over 15 years dealing with high value and complex cases. I have always held myself to the highest client care standards and enjoy being a complex problem solver. I have always had a keen interest in financial planning and relished the opportunity of making a career change to join a successful, forward thinking and developing company in Chesterfield, an area which I love.
In the office
My main role is looking after the needs of clients, discussing their financial objectives with them and tailoring advice to suit their goals. I am also heavily involved in financial research and enjoy producing a selection of recommendations as well as keeping abreast of economic trends and issues to ensure our clients are best protected against economic volatility.
Why I love my job
I enjoy building long lasting client relationships and seeing my hard work lead to real change and improvement in people’s lives. There is a close knit, family atmosphere at Milestone. We are all really passionate, positive and enthusiastic about our approach to work and the business, putting client’s interests at the top of our priorities.
• Higher Diploma in Law
• Diploma in Regulated Financial Planning
What I do outside work
I enjoy keeping fit and busy with a number of hobbies – mainly hitting the gym, motorcycling, golf and fishing. I love spending time with my family. I also get to live out my childhood dream by singing in a couple of rock covers bands.
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