A few different hats but one person.
Director at LWM Consultants (specialist financial planner) - my role focuses on compliance, portfolio construction and management, marketing, research and client communication.
Managing Editor at shininglights.co.uk - a FREE financial website (totally unconnected to LWM Consultants); includes budgeting tools, blogs, fund updates, fascinating interviews & insight to new music!
And Trustee of two charities.
Prior to this I developed innovative products and solutions for the IFA market, as well as being instrumental in the development and launch of a direct to consumer investment platform.
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