Financial Services Compliance, UK — 2017 to 2024

I spent most of my career in financial services compliance in the UK. At St. James’s Place Wealth Management, I handled risk documentation, client onboarding, and client communications in a heavily regulated setting. At 2 Plan Wealth Management, I worked directly with clients through compliance onboarding and regulatory changes, managed sensitive paperwork, and turned complicated rules into clear steps people could actually follow.

Earlier in my career I worked in customer support and compliance operations at NCI Insurance and Royal Bank of Scotland.

What I took from all of it: the ability to read the detail carefully, explain things clearly to people who didn’t write the rules, and flag problems before they become a bigger problem.