Our People

My financial services career began in 2001, working in the Foreign Exchange Trading team of Merrill Lynch, at the Bank of New York, London, before leaving to become a fully-qualified independent financial planner in 2003.

Now at Archytas Strategic, I specialise in the provision of advice on investment, tax and pension planning for clients. I work hard to ensure that we provide the expert customer service that our range of valuable clients have come to expect from us at Archytas Strategic. Our industry is guilty of providing a ‘transactional’ based approach to financial advice, where clients are initially helped and then forgotten. In contrast, our team believes that strong client relationships, on an ongoing basis, completely separate us from other advisory companies and define the strength of our business.

I am a member of the London Institute of Banking and Finance (LIBF) and hold the MLIBF certification. I am passionate about being at the forefront of the financial services industry and genuinely wish to provide our clients with the best level of service, support and guidance.

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My financial services career began in 2003 and I have worked across a number of different areas in the financial services industry, before finally moving into the independent advisory sector in 2007. I have worked with my fellow directors at Archytas Strategic since 2010 and I am incredibly proud of what Archytas Strategic Planning has become over recent years.

I have particular interest in pensions, investment and tax planning and pride myself on providing meaningful advice to our clients in a clear, straightforward and supportive manner. I am also involved in the research and compliance areas of our business to ensure that our company remains at the forefront of the advisory industry.

I am a Chartered member of the London Institute of Banking and Finance (LIBF), holding the advanced ‘ALIBF’ certification.

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With aspirations to begin a career in financial services, I joined the Archytas Strategic team in August 2013 as their Administrator. In my role, I am the first point of contact for our clients and have immensely enjoyed getting to know our clients on a more personal level, as many of our clients have been with us for a number of years.

I am looking forward to taking my financial exams, which will no doubt help towards increasing my knowledge, and help me to assist our valued and varied clients further.

Currently, I am studying towards the Certificate in Financial Services.

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