Career Summary

I’ve worked in the Finance Industry since 2018, starting my career at a large corporate company.

I joined Lucent shortly after completing my qualifications with the intention of moving away from the corporate world and progressing my career within a small and evolving business.

My Role at Lucent

At Lucent I assist the Financial Planning Advisers with report writing and my technical knowledge. In addition, I am also involved with the upskilling and training other employers who wish to go into Paraplanning.

Why I Love Working at Lucent

I love how at Lucent we always put the client first, it’s not just about the advice we give, but it’s the client experience too. We all engage with our clients no matter what job role we have, which is something I think is really important.

Why I'm Passionate About Financial Planning

I am passionate about helping our clients reach their financial freedom so they can retire and enjoy their hard earned money without having to worry if they have enough!

My Qualifications

Bachelor's Degree in Accounting & Finance

Level 4 Diploma in Regulated Financial Planning with Chartered Insurance Institute