With over 10 years of experience in the business sector, I decided to pursue my genuine passion for finance in 2020. Since then, I have built a career focused on guiding individuals and families through their financial journeys with clarity and confidence.
I am both a certified financial adviser in Italy and a qualified UK Level 4 Financial Adviser, which allows me to bridge expertise across jurisdictions. Having lived and worked as an expatriate, I understand first-hand the challenges of managing wealth internationally. This perspective enables me to deliver tailored solutions that take into account cross-border considerations, tax regimes, and long-term planning needs.
My role as a Private Client Manager within the Service Desk is centred on supporting clients at every stage of their financial planning. Whether it involves reviewing investment strategies, coordinating with trustees and providers, or simply being a reliable point of contact, I am committed to ensuring my clients feel supported and understood.
What motivates me most is helping people achieve their objectives and aspirations—whether that means securing retirement income, protecting their families, or growing their wealth in a sustainable and structured way. By combining technical knowledge with a client-focused approach, I aim to build lasting relationships based on trust, transparency, and results.