Foundation Team Adviser

Graduating from Cardiff Metropolitan University with a First-Class Honours degree in Business Management, I went on to complete an MSc in Banking and Finance and achieved the Level 4 Investment Advice Diploma with the Chartered Institute for Securities & Investment. I also passed Level I of the CFA Program while working full-time as a Paraplanner.

Before joining Pembroke, I worked as a Paraplanner, supporting advisers by conducting technical research, building detailed suitability reports and developing compliant recommendations across investment portfolios, risk profiling, pension, trust structures and tax-efficient strategies. I liaised closely with clients and third-party providers to ensure seamless implementation of financial plans, and honed my ability to translate complex ideas into clear, actionable advice.

Outside of work, I prioritise keeping fit with the gym, Brazilian Jiu-Jitsu and hiking being staples of my life. I’m an avid reader of contemporary works, philosophy and financial literature; and to be candid, I’m usually watching Bloomberg at 6 am before heading to the gym.