Career Summary
Before joining Lucent I had been an Investment Consultant for 5 years and spent 18 months conducting a research project looking at how financial planning & wealth management can be improved and automated. I also spent a few months in a senior team on a short-term project working at one of the world’s top AI labs. Prior to that I ran my own photography business for 15 years, photographing everyone from the Queen to Lewis Hamilton!
My Role at Lucent
As a Client Review Manager my role includes supporting advisers and their clients with report writing and answering technical queries.
Why I Love Working at Lucent
I get to be a part of the most amazing team doing the most amazing work. Lucent feels like the future of financial planning; it’s modern, opening-minded, human, and genuinely focused on making advice feel relevant, accessible and worthwhile for the people we serve.
Why I'm Passionate about Financial Planning
Getting to tell people their hard work has paid off and they can realise the dream they’ve had all their life is truly the best feeling in the world.
It might seem weird talking to someone about your finances but it can only change your life for the better - I’d recommend it to anyone.
My Qualifications
- CFA Charterholder (Wealth Management Specialised Pathway) with CFA Institute
- Level 4 Diploma in Investment Advice (Regulated Financial Planning & Advice) with CISI
- Level 4 Investment Management Certificate with CFA UK
- Level 4 Certificate in Paraplanning with CISI
