Chartered Insurance Institute
Ambassador to Insuring Women’s Futures
Chartered Insurance Institute
Education Champion
Stonehage
Head of Wealth Planning
Royal Bank of Scotland
Regional Manager
Chartered Insurance Institute
Assistant Examiner
HFMC Wealth Ltd (formerly Generic Financial Management Ltd)
Group Chief Operating Officer
The Private Office LLP
Head of Advice
C. Hoare & Co.
Head of Wealth Planning (business sold)
Royal Bank of Scotland
Independent Financial Planner
HFMC Wealth Ltd (formerly Generic Financial Management Ltd)
Executive Director, SMF3
Durham University
University of Bedfordshire
Chartered Insurance Institute
