Career Summary

I have worked in the financial services industry since 2017 and joined Lucent in 2022 as I was looking for a really client-focused firm with a great culture and a family feel. As soon as I walked through the door, I could tell that Lucent fit this profile exactly and I haven't looked back since!

My Role at Lucent

As an Independent Financial Planner, I help clients get the most out of their lives, not only financially but to help them achieve their dreams and tick off bucket list items. I love helping people save tax through their working life, helping their family and when they can afford to stop work all together.

Why I Love Working at Lucent

Lucent feels like family to me, and I couldn’t ask for a better group of like-minded people to work in a team with. Everyone genuinely really cares about our clients and there is so much positive energy it’s infectious. Plus, they are a lovely bunch of people to work with and make me laugh every day!

Why I'm Passionate About Financial Planning

I am passionate about helping clients find their happy. I also enjoy breaking down how their finances work so they get comfortable with what they have got now and how we can make it better!

See How Clients Rate Me

See my client feedback ratings on Vouched For.

My Qualifications

Diploma in Regulated Financial Planning with the Chartered Insurance Institute

Advanced Diploma in Retirement Income Planning with the Chartered Insurance Institute

Advanced Diploma in Financial Planning Process with the Chartered Insurance Institute

I am currently working towards Chartered status, and I estimate that I will achieve this in 2025.

Awards & Honours

Vouched For Top Rated Adviser 2025

Winner - Young Achievers Award 2025 - Issued by Chartered Insurance Institute

Winner - Qualifications Award 2024 - Certificate in Financial Services (General Route) - Issued by Chartered Insurance Institute

Winner - Qualifications Award 2024 - Diploma in Financial Planning - Issued by Chartered Insurance Institute

‍