I have over 20 years’ experience in the financial services industry during which I have held a number of roles. The bulk of my time has been spent providing advice to clients but I have also been proactive in staff training and the adherence to the rules and regulations that govern our industry.
This has culminated in my current role of Senior Compliance and Risk Manager at Crowe Financial Planning UK Limited, where I share the ambition to become one of the UK’s leading independent financial advisory firms.
