Career Summary

My early career saw me working for my dad’s financial planning company alongside my studies at the University of Birmingham. After graduation, I ventured into a marketing procurement startup, followed by the corporate world of water, as an account manager at Severn Trent. But something was calling me back into financial planning, and I now aim to bring my passion for exceptional service to my role at Lucent.

My Role at Lucent

I joined Lucent in May 2024 as Client Review Manager. This sees me leading our awesome team of CSMs, improving our service through process analysis and helping to join up different roles within the business, ensuring up-to-date client data, and ensuring that training is delivered effectively.

Why I Love Working at Lucent

It's not just about numbers and targets; it's about the people. We want the best for our clients, even if it means advising someone not to continue with us, because we know they'll be better off. That extends to wanting the best for our Lucent people, who truly make coming into work each day a joy.

Why I'm Passionate About Financial Planning

I feel that people often don’t understand the opportunities they have to maximise their finances and enable them to realise their life’s dreams. Being able to support people on that journey is super fulfilling.

My Qualifications

First Class Honours Degree in International Relations with Political Science