My career began when I joined Midland Bank in 1986 as a junior clerk. I worked up through the ranks and took on the role of Financial Planning Manager in November 1994. I took the Financial Planning Certificate exams at this time. This role focused mainly on Personal Clients with some small Business planning as well.

I spent the next 10 years gaining experience, along with working on mortgages and gaining the Certificate in Mortgage Advice and Principles. During this time, my working life revolved around having 3 children and working part time.

In 2004, I was promoted to Commercial Financial Planning Manager, which involved advising on Business Financial Planning, and Principal's Personal Planning.

In 2008 I proceeded to gain further qualifications.

Diploma status

Completed Diploma in Investments

Completed Certificate in Investments

Completed Diploma in Pension income

Completed Diploma in Pension funding

Awarded Diploma status

Completed Advanced Diploma in Pension Planning

Completed Advanced Diploma in Investments

Completed Advanced Diploma in Personal Tax and Trust Planning

Completed Advanced Diploma in Financial Planning

The Advanced Diplomas are required to be awarded Chartered status.

Completed Diploma in Financial Planning.

Completed Diploma in Personal Tax - Distinction.

Completed Diploma in Trusts - Distinction.

Completed Diploma in Financial Regulation and Ethics.

Completed Diploma in Protection.

Graduated as Fellow of the Chartered Insurance Institute in June 2012:

Promoted to Senior Commercial Financial Adviser in January 2013.

Appointed to the position of Associate Director for HSBC Private Bank in July 2013

Further qualifications obtained since December 2013:

Completed Diploma in Tax and Legal Aspects of Business Planning.

Completed Advanced Diploma in Business Planning

Further qualifications obtained in February 2015:

Completed Private Client Investment Advice & Management.

Awarded title MCSI from the Chartered Institute for Securities and Investment.