My professional life
I’ve been with Smart Finance for over four years, and I am currently studying to become a Qualified Financial Adviser (QFA). My role involves working with our Certified Financial Planner to develop Holistic Lifestyle Financial Planning and product solutions for our clients and enhance the overall level of advice, service and solutions offered. I’m also responsible for generating and uploading weekly blogs to our website, generating and issuing monthly newsletters to clients and lastly the day-to-day office management to ensure everything runs smoothly.
My personal life
When the weather permits, I enjoy a round of golf and socialising with friends. If not, I’ll most likely be watching the football, usually Liverpool.