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I have always had an interest in finance and the financial markets, which led me to study for a Bachelor of Arts in Finance at the University of Stirling. Since graduating in 2025, I have continued to build my knowledge of the financial services industry through professional development and practical experience, with the ambition of becoming a Financial Adviser. This includes gaining work experience with Quilter Cheviot in Liverpool and working within my family consultancy business.
As a Financial Services Administrator, I support the team with a variety of day to day administrative tasks. This includes speaking with clients and providers, maintaining accurate records and ensuring client information remains up to date and compliant with FCA regulations.
I joined David Allen because of its strong reputation as a respected local business, along with its excellent workplace benefits and welcoming culture. The Financial Services team is friendly, supportive and always good fun to work with, making it a pleasure to come into work each day.
Something people may not know about me is that I am a keen golfer. I previously worked at Eden Golf Club and Loch Lomond Golf Club and also served as University Golf Club Captain. I now spend as much of my spare time as possible on the golf course, perfecting my swing, as well as socialising with friends.