I joined Porta as an Associate in May 2024. I studied Sport at University and after completing my undergraduate studies, I worked at an exhibition company in the buy-to-let property sector.
My role involves working closely with Director, James McPartland in an adviser support role and I am responsible for the preparation of client documentation, technical analysis, and the essential administration work to support client needs. Alongside this I am studying towards my Level 4 Diploma in Financial Planning.
I pride myself on being super organised and providing clients a bespoke service.
I am a keen golfer (although not very good) and enjoy spending time with family and friends.
