I have six years’ experience working in wealth and asset management. I originally trained as a financial planner with a prominent City-based IFA, and latterly the UK branch of a Swiss bank. During this time, I undertook numerous industry qualifications, including the CFA. More recently, I joined a national wealth advisory firm as a business manager, wherein I was part of several large-scale, strategic projects. My varied experience means I have built a wide knowledge of different business models, platforms, and outsourced services, along with a strong understanding of key distribution channels.