How can I help you?
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, protecting their family and ensuring they have financial security.
Delivering what you need?
As well as shadowing Senior Financial Planners and continuous ‘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 to learn more about financial planning and advisory services to enable me to become a Financial Adviser and help people achieve their financial goals.
What else should you know?
Outside of work, I love to socialise with friends and watch sports, especially football—I am a lifelong Tottenham sufferer! I am a social member of my local sports and community club and a member of Bishop's Stortford Golf Club.
Tees are here to help
We have many independent financial advisers who are based in:
Cambridgeshire: Cambridge
Essex: Brentwood, Chelmsford, and Saffron Walden
Hertfordshire: Bishop's Stortford and Royston
But we can help you wherever you are in England and Wales.