I began my career in Financial Services in 2001, when I joined an International Fund Manager based in Henley-on-Thames. I initially worked in the Probate department before moving into the Marketing Compliance team.
In 2018, I joined a national advisory firm as a Paraplanner, taking the lead in handling all aspects of new business for the firm.
In 2022, I decided to gain whole-of-market experience and worked for a small IFA as a Senior Client Administrator, covering all aspects of administration as well as manually rebalancing clients’ bespoke portfolios.
In April 2025, I was happy to be offered the opportunity to join the Crowe Financial Planning team as a Client Support Coordinator in the Reading office.