Career Summary
Prior to joining Lucent I was a Financial Adviser, Mortgage Adviser, and ran teams of Financial Advisers and Financial educators as well as an employee benefit hub.
I joined Lucent in December 2017 and have grown the team from a sole Adviser to where it is today. I am known for my can do attitude, bringing everything together and getting things done.
My Role at Lucent
As Chief Operating Officer, I am responsible for the management of all the Lucent team on a day-to-day basis. I am also responsible for the oversight of HR, operations, project management, strategy, compliance, client experience and risk management.
Why I Love Working at Lucent
I enjoy having oversight of everything going on in the business ensuring every cog is working together to achieve our goals in line with our values. Lucent has a 100% family ethos with a heart. It’s a strong, dynamic company consistently looking to ‘do better’.
Why I'm Passionate About Financial Planning
It's not really financial planning. Everything we do is life planning and life tweaking. We help to create, embrace and celebrate clients dreams and make things happen that were a faraway thought. Helping clients understand what truly makes them happy and working together to achieve this is priceless.
My Qualifications
Level 4 Diploma in Financial Planning with the Chartered Insurance Institute (CII)
PMI Auto Enrolment Certificate
Certificate in Equity Release with the CII
Advanced Financial Planning Process (AF5) with CII
Certificate in Mortgage Advice & Practise with LIBF
Certificate in Life & Pensions and Trusts & Estates Planning
Certificate in Financial Planning & Lifetime Mortgage Activities
PRINCE 2 Foundation and Practitioner Qualified
