Can you describe your current role and responsibilities?

I am a Financial Adviser who works with both individual & corporate clients to help planning with retirement planning, inheritance tax planning, protection planning amongst other areas.

What has been your journey so far?

I joined Digby Associates in 2018 as an Administrator, and after 8 months I began working towards my financial advice qualifications. I qualified rather inconveniently in March 2020, 4 days after we shut down for the pandemic. So, I had an unconventional beginning to my financial advice journey, I have been in this role since then and I am now working towards my chartered status.