I have no problem being direct and candid, there’s no room for sugar coating. I firmly stand by our Financial Planning service making a real difference.
I joined the financial services industry in 2006 shortly after completing a BSc in Economics at Cardiff University. Four years later I co-founded the Penny Group, today we’re a team of over 60, comprising of advisers, paraplanners, support staff and specialists. Our joint aim is to simplify the complexities and utilise our knowledge and experience to help clients achieve their financial goals.
In 2016, I gained Chartered Financial Planner status. This qualification helped me deliver holistic advice to individual clients ensuring that all areas of financial planning worked in synergy to achieve client objectives. I always strive to get to know my clients on a deeper level, understanding what matters most to them. By building a solid relationship from the start, I’m perfectly positioned to create a personalised financial plan that achieves desired outcomes.