As a Trainee Financial Adviser, I am excited to be part of a team that provides clients with high-quality financial advice and services. It’s fantastic to shadow and learn from Senior Financial Planners and see first-hand how we enable our clients to achieve their financial aspirations, whether investing for their retirement, guiding their children through education, buying their dream home or protecting their family.

Delivering what you need?

As well as shadowing senior financial planners and continuously learning, I am now completing the ‘Level 4 Diploma in Financial Planning.’ My passion for financial services began in Secondary School when I studied and passed the London Institute of Banking and Finance Level 3 Diploma in Financial Studies. As I enjoy helping others and thrive in building relationships, I was enthusiastic about learning more about financial planning and advisory services to enable me to become a Financial Adviser and help people achieve their financial goals.