My interest in financial markets and investing was sparked after reading about the banking crisis in 2008. I then pursued a Law and Business degree from the University of Liverpool and graduated in 2014. I then went to work for an Independent Financial Adviser (IFA) firm in Cheshire and another firm in Liverpool for the next ten years.
Here I ‘learnt my trade’ and developed the skills in creating financial plans for clients and working towards achieving those goals. I am passionate about personal finance and investing, and formalised my education by completing the rigorous Chartered Wealth Manager qualification to become a Chartered Member of the Chartered Institute for Securities and Investment (CISI). I also hold the Investment Management Certificate by the CFA and along with George, I am qualified to give advice on mortgages.
I was keen to set up my own business that reflected my values and ethos, with a focus on evidence based investing and holistic financial planning. In 2022 I took the decision to leave the comforts of employment to form Fieldway Wealth Management. We then merged the business with George, a friend and colleague of many years who reflects the same values as mine.