Career Summary

After university, I began my career in financial services with a job in equity release. After a year, I knew that I wanted to move into other areas of finance, and joined Lucent.

My Role at Lucent

As a Client Review Manager, my day focuses on ensuring that our advisers and clients have everything they need to ensure the best experience possible, ensuring that everything is prepared before and after meetings. Part of my role involves overseeing the end-to-end journey for our ongoing clients. Whether it's booking them in for their annual meetings, assisting them with ad hoc queries and needs throughout the year, making sure the client files are accurate, or helping our advisers to write tailored recommendations, I'm all about ensuring that our clients have a smooth and seamless experience.

Why I Love Working at Lucent

I love that Lucent ensures nobody is 'just a number', whether it’s an employee or a client. I always get to be myself and act in a way that is genuinely best for the people around me, and in turn, everyone is supportive of me.

Why I'm Passionate About Financial Planning

I love knowing that we are helping people in an area that many people are often uncertain about. People work hard their whole lives and deserve to get the most from their hard earned money.

My Qualifications

Pensions & Retirement Planning (RO4) with the Chartered Insurance Institute

First Class Honours Degree in Economics and Politics at Aston University