Working at Greenwood Wealth Solutions, based at Chichester, West Sussex, I provide holistic financial advice to clients in areas of family protection, retirement planning and wealth management.
After graduating from Surrey University with a Masters degree, I started my career in the financial services industry. I spent more than 13 years working for a number of UK high-street Banks, including NatWest and Barclays. I have extensive experience of giving financial advice to clients in the UK, as well as abroad, both private and corporate. In 2018 I have achieved Chartered MCSI status.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer financial advice that is tailored to clients’ specific needs.
My personal interests include music and theatre. Charity is also important to me and I participate in events organised in support of St. James's Place Charitable Foundation.