About Archetype

I've spent over a decade in financial services having begun my journey sat at a cashier's desk for a high street bank where l'd speak to hundreds of different people every week. All with different backgrounds and needs. I moved through roles in the banking world always with the aim of being able to deliver financial advice and help the people I would speak to.

 

I became a fully qualified Financial Adviser in 2017. I've always been greatly aware of the gravity of responsibility when advising on someone else's life savings so I didn't stop there! Gaining further qualifications, obtaining Chartered Status in 2020 and becoming a Fellow of the Personal Finance Society in the same year.

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Even after this, I've completed the Private Client Investment Advice and Management and Level 4 Derivatives Qualifications with the Chartered Institute for Securities & Investment (CISI) as well as embarking on my Masters Degree in Finance and Investment Management.

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When I was 22 years old I lost my mum to cancer and I was faced with letters and documents about mortgages, store cards etc all with no idea on where to begin or in honesty, what half of it even meant! This was moment the penny dropped. Surely, it's got to be easier than this and if I can figure it out, maybe I can help others do the same. This has been my drive ever since.

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I've worked with all sorts of customers and clients of all ages including Company Directors, Premier League footballers, Musicians, TV Personalities, Health Professionals, the Self-Employed but I always find if you need help you need help regardless of background and my goal has always been to make that help available.