Trainee Financial Planner
Joined LIFT-Financial in September 2017.
I graduated from Loughborough University with a First-Class degree in Economics in 2016. After spending a year working for Nationwide Building Society, I joined LIFT Financial in September 2017 with the desire to become a Chartered Financial Planner.
As part of the LIFT-Academy, I have learnt a tremendous amount through providing technical support to Sarah Wilson-Trainor FPFS, Partner at LIFT Financial. Working through the CII exams, I progressed to achieve the status of Chartered and Fellowship in December 2020.
I am a key driver of the LIFT Financial Young Professionals Networking Event, which brings together a variety of professionals from across the Manchester region. As a continuation of my progression with LIFT Financial, I am now excited to be taking on my own clients.
- Favourite city?
- Your three famous dinner guests of choice?
- Vincent Kompany, Simon Pegg and Barack Obama
- Sports/ hobbies/ leisure?
- Football, rugby and tennis