Career Summary

Whilst studying at university, I took a leap and applied for a summer internship in Financial Services. Working in management, I quickly focused on gaining my financial diploma qualification during my second summer of university. Once obtained and after graduating, I joined Lucent as a Paraplanner., quickly progressing to advising, and passing my chartered exams.

My Role at Lucent

As a Chartered Financial Planner, I work closely with you to truly understand your goals in life. This enables me to build a plan that determines the best way to achieve these objectives. I will take care of all the financial planning so you can focus on the things that are important to you.

Why I Love Working at Lucent

I love Lucent’s forward-thinking attitude! Lucent is always looking for ways to ensure our clients are getting the best service, products, and experiences possible. In what can be a quite old fashioned industry, this is a breath of fresh air!

Why I'm Passionate About Financial Planning

I am passionate about financial planning as I am passionate about people and problem solving! Managing financial affairs can be a daunting subject but with the help of our Financial Planners, you can focus on living a happy fulfilling life knowing it is all taken care of.

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My Qualifications

Advanced Diploma in Financial Planning with Chartered Insurance Institute‍

Long Term Care Qualification with the CII

Equity Release Qualification with the CII

First Class Honours Degree in Business with Finance

Awards & Honours

Vouched For Top Rated Adviser 2026

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