- Bristol Office
Can you describe your current role and responsibilities?
I am a Financial Planner and am responsible for advising private and corporate clients on all areas of financial planning, including investment advice, retirement planning, estate planning and protection.
What has been your journey so far?
I joined the Digby Associates team in 2018 as an administrator before qualifying as a Financial Planner in 2021. I have a keen interest in Sustainable Investment and have completed the CFA Certificate in ESG Investing qualification. Before moving to Bristol, I studied English Literature at the University of Birmingham.
What do you enjoy most about working in your field?
I enjoy problem-solving and helping clients to achieve their financial goals, whether that be saving for a house deposit, early retirement or protecting their loved ones. Day-to-day, I enjoy learning about clients and their families and understanding their motivations so that I can better help them.
What’s a fun fact about you or an interesting hobby you enjoy?
In my spare time, I enjoy travelling to new countries, baking sweet treats and going to concerts
