Career Summary
I have worked in the financial services industry since 2020, spending the majority of that time as a Paraplanner. Before joining Lucent Financial Planning in October, I worked for two larger advice firms and was attracted to Lucent's strong focus on clients, personal service and ambitious growth plans.
My Role at Lucent
As a Paraplanner, I support our Financial Planners by analysing our clients' financial and personal circumstances, carrying out technical research and helping to create suitability reports. I also assist with implementing recommendations to ensure clients receive the best possible outcome.
Why I Love Working at Lucent
I love how focused everyone at Lucent is on helping clients enjoy their lives and achieve their goals. It's not just about the advice we provide or the numbers behind it; it's about the positive impact we can make on our clients and their families.
Why I'm Passionate About Financial Planning
I enjoy getting to know our clients and understanding what matters most to them. Financial planning is about more than money, it's about helping people overcome challenges, make informed decisions and gain confidence in their financial future. Being part of that journey is incredibly rewarding.
My Qualifications
Bachelor's Degree in Economics and Master's Degree in Finance from Nottingham Trent
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