Career Summary

Whilst studying at university, I took a leap and applied for a summer internship in Financial Services. Working in management, I quickly focused on gaining my financial diploma qualification during my second summer of university. Once obtained and after graduating, I joined Lucent as a Paraplanner.

My Role at Lucent

As an Independent Financial Planner, I work closely with you to truly understand your goals in life. This enables me to build a plan that determines the best way to achieve these objectives. I will take care of all the financial planning so you can focus on the things that are important to you.

Why I Love Working at Lucent

I love Lucent’s forward-thinking attitude! Lucent is always looking for ways to ensure our clients are getting the best service, products, and experiences possible. In what can be a quite old fashioned industry, this is a breath of fresh air!

Why I'm Passionate About Financial Planning

I am passionate about financial planning as I am passionate about people and problem solving! Managing financial affairs can be a daunting subject but with the help of our Financial Planners, you can focus on living a happy fulfilling life knowing it is all taken care of.

My Qualifications

Diploma in Regulated Financial Planning (R01, R02, R03, R04, R05, and R06) with the Chartered Insurance Institute (CII)

Long Term Care Qualification with the CII

Personal Tax & Trusts Planning Exam with the CII (AF1)

First Class Honours Degree in Business with Finance