I have worked with my colleagues at Crowe Financial Planning UK Limited since 2005 and in financial planning since 1995. During this time, I have gained industry qualifications and experience working in a variety of roles with both independent financial advisors and product providers.
In my current role, I have applied that experience into financial planning technology. I use my knowledge, along with my ability to review, analyse and resolve queries to gain better outcomes.
Combining my diverse skill set means that I am able to find solutions with a practical and outcome-based approach.