Wealth Management Consultant
As a financial advisor at Optasia, I’m part of a wider mission to help a client achieve the most from their finances. I aim to build long-standing client relationships by providing a bespoke service tailored to the client.
Born and raised in Crosby, I was fortunate to attend Merchant Taylor’s where I received an excellent education and this has been instrumental in moulding me into the person I am today. Following a Maths and Economics degree from Newcastle University, I moved on to work as a data analyst for a large investment management firm in Liverpool before joining Optasia in March 2020.
From regularly going the gym, to playing Sunday league football, I’m always staying active and healthy. I’m a keen competitor and love to win, however I made the mistake to support Everton!
I also enjoy spending time in the great outdoors in 2018 I travelled around the world backpacking which taught me the necessity of budgeting and financial planning.