My role
As Head of Wealth Management, I am responsible for the development, support and compliance relationship with the team of advisers.
I am heavily involved in our business growth strategy and provide management information to fellow members of the leadership team.
As a business, we are passionate about networking and building relationships with professional connections such as solicitors and accountants. This is another area I am developing to demonstrate how we can add value and provide excellent advice for their clients.
My journey
Following the completion of BA Sociology and Criminology degree at The University of York, I joined a regional Financial Adviser firm for a number of years where I completed the appropriate Financial Adviser and Mortgage Adviser qualifications.
I have been at Digby Associates since 2020 working in a variety of roles across the business and I am now involved with business strategy and management.
What I enjoy
I really enjoy the opportunity to contribute to the growth of the business and support the development of my team.
Helping clients achieve their ambitions lies at the heart of what we do. It is incredibly rewarding to see the difference quality financial planning can make to their lives.
Outside work
Having previously worked in the fitness industry, sport is a big part of my life outside of work. I also enjoy travelling and being in the mountains or by the sea.
What Digby Associates can help with
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