Qualifications

• BA Hons Finance & Business – 2.1
• Level 4 Diploma for Financial Advisers (LIBF)
• Certificate in Mortgage Advice & Practice (CeMAP)

I was educated in Surrey at Hall Grove school and then Gordons School where I completed my A-Levels. I went on to study Finance & Business at Bournemouth University where I graduated in 2014 with a 2.1 BA Hons in Finance & Business.

Following 3 months of travelling the far east, I joined Europe’s largest IT Services & Solutions provider through their graduate scheme where I went on to become an Account Manager looking after the largest UK Retail customer with annual spend of £30m.

I decided to switch industries to the Financial Services sector where I am looking to bring across my previous experience in managing client relationships and providing knowledgeable & relatable advice. Having previously completed my DipFA exams with Quilter’s Financial Adviser School, I am now proceeding with my Chartered Status (AdvDipFA) with the LiBF.

At Bates Independent, we pride ourselves on putting our clients first and at the heart of our business. We aim to build relationships based on trust, transparency and a high level of service to ensure we help clients navigate the wide range of products available within the market place, and by recommending the most suitable options in relation to their personal financial position and objectives.

Outside of work, I enjoy spending time with my family and our dog, Hugo. I love sports and will watch most, especially Fulham FC being a season ticket holder. I’m also a keen golfer (member at Windlesham Golf Club) and gym goer, and I always look forward to holidays with the family and/or friends.