I began my career in the Financial Services industry in January 2012, joining a local IFA as a Business & Administration apprentice. Having completed my NVQ Level 2, I worked my way up from an Administrator through to an Investment Analyst & PA. I have studied for my financial qualifications over the years and have subsequently attained the Certificate in Financial Services, Certificate in Life and Pensions and Award in Pensions Update. I am currently working towards the completion of my Diploma in Financial Planning before moving on to undertake the CFA UK Level 4 Certificate in Investment Management (IMC).
I joined IronMarket in March 2021 as an Investment Analyst, working closely with Wes on the Investment Management side of the business and our Discretionary Fund Management proposition. I am also a member of the Investment Committee.
We have a dynamic, ambitious team of people here who are driven in their approach to consistently deliver positive outcomes for clients. The company’s commitment to supporting staff in their careers is fantastic and there is no ceiling to our individual prospects – the sky is the limit. The desire to grow the business is evident, investing in the team and technology to constantly enhance not just our knowledge, but more importantly the level of service we provide for our clients. We are always challenging ourselves and adapting and can never be accused of standing still!