I joined Reflect Financial after nearly nine years in financial services, where I gained experience in administration, technical support, and client reporting. Having moved from a technical paraplanner role into advising, I now focus on helping clients achieve their financial goals and make confident decisions about their future.
Outside of work, I enjoy following developments in Fintech and sustainable investing, as well as keeping active through jogging.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.