A qualified financial adviser with expertise in pensions, ISAs, and protection products. Managed a portfolio of 50+ clients, ensuring their financial goals were met. Successfully generated £3 million AUM through strategic business development, referrals, and networking.
Successfully managed a portfolio of 50+ clients, generating £3 million AUM through business development, referrals, and networking, while providing expert financial advice on pensions, ISAs, and protection products.
