I joined Financial Design in April 2020, following a career change after giving birth to my son in 2019.
Previously, I worked in the Health and Fitness industry as a Sales & Marketing Manager and a Health
Club General Manager but relished the opportunity for a career change as the covid pandemic hit!
I obtained my Level 4 Diploma (DipFA) Qualification from The London Institute of Banking and Finance
(LIBF) in February 2021 and am now working towards my Mortgage Advice and Practice (CeMAP)
I have had the unique opportunity to work closely alongside my Dad, Alan under his mentorship and
have really enjoyed getting to know our existing clients, as well as meeting new clients and aiding them
with their financial planning goals.
I have a particular interest in Inheritance Tax (IHT) Planning and I am also passionate about helping our
younger generation gain a better understanding of how pensions and different investment vehicles work
and how they may be able to utilise them now and later on in life too. I want to help people feel confident
about their financial future and fully understand the options available to them.
Click here to view my SPS Certificate.