I graduated from university in 2015 with a degree in Accounting and Economics. Subsequently, I joined the Openwork Academy and gained my Level 4 Diploma with the London Institute of Banking and Finance. I joined the family business as a Paraplanner and Client Manager covering North Wales and the North West of England.
Following the Merger of the family business with Optasia Wealth Management, I was pleased to be offered the role as Account Executive working alongside Amanda and Diane. I look forward to working within a growing firm and helping up and coming, passionate advisers in providing a high quality service to both existing and new clients.
I started dancing at the age of 3 and have performed on stage many times including pantomimes and musicals. Since finishing dance school, I used the skills I learnt to take part in acrobatics including aerial hoop and silks and competing in inter-university competitions. Also, since I come from North Wales, I love the outdoors and actively take part in water sports including paddle boarding in Snowdonia, Surfing with the seals and I enjoy taking my sausage dog for walks, although he doesn’t like going too far!