My role at The Orchard Practice
I joined the Orchard Practice off the back of my degree in Financial Economics and four years of financial services experience. I’ve worked a variety of roles in high street banking and Wrap Platforms, where I gained lots of knowledge on how people’s money is safely kept and grown.
My role involves lots of client interaction, if you call or email us you will likely speak to me! I also get involved in any data and processing for clients; however, my main goal throughout is to help people as much as possible, and to help smooth their journey through financial planning.
Outside of work
I enjoy watching and playing football (supporting Yeovil for better or worse) and I am a big fan of all things Tolkien.
Getting to know you
What made you decide to do the work you’re currently doing?
I’ve always been passionate about all things money & finance, and I love helping people. Working in financial planning allows me to do both!
What would your specialist subject be on Mastermind?
What is something people might be surprised to learn about you?
I’ve played drums for 16 years.
What one thing is guaranteed to make your day better?
Watching any of The Lord of the Rings films & ordering a takeaway.