I joined Porta Wealth Management in 2023 as a Trainee Paraplanner, coming from a background within St. James’s Place. I'm currently working on my Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII) with a view to providing our clients with impeccable knowledge and quality in my work.
My role involves working closely with our advisers and associates to ensure the best financial recommendation is processed correctly and efficiently.
When I’m not at work, you can find me at the ice rink or practising the violin!
