Currently working towards accreditation in wealth management, which ultimately will allow me to work with business owners and entrepreneurs on their next phase of financial business growth or even exit strategy.Stewardship Wealth is a specialist ‘Lifestyle Financial Planning’ business offering a personal, mostly face-to-face, advisory service to individuals and families. We provide education, support, and advice empowering clients to make better, more informed decisions - making the best use of their income, investments, property, businesses, inheritances and capital, to enjoy life as they’ve always wanted to live it. We believe money is merely a tool which, if used properly, creates financial independence, and allows people to live their lives on their own terms. Our goal in giving financial advice is therefore to help clients live more fulfilling, purpose-filled lives. One of the key roles of financial planning is helping clients identify their purpose, goals, and objectives and creatively design ways to bring them within reach.

▪ Mentoring clients (business owners) through business planning and financial planning activities, maximising their opportunities to secure business investment.▪ Delivering Financial Forecasting training sessions and presentations to business owners, supporting their start-up and growth activities. ▪ Producing and delivering online and offline workshops and training sessions. Covering topics within marketing, market research, social media, best practice business operations, bookkeeping, accountancy and financeo Start Up Awareness o Developing Business Plano Financial Management Made Easy o Marketing and Market Research o Book Keeping ▪ Key Liaison for strategic business partnership relationships▪ Supporting Elevator’s Business Accelerator Founders with bespoke business guidance and support. ▪ Delivering presentations and workshops that support business learning for strategic corporate partners.▪ Influencing new and established businesses with high-quality advice and support to accelerate their strategical growth plans.▪ Regular Business Development activities to increase engagement with the local business community, establishing Elevator and Business Gateway as the first-choice provider of business support services.▪ Maintaining business processes by managing and cleansing a CRM system. ▪ Attending and hosting various small to mid-sized business events. ▪ Working closely with private businesses like accountancy and legal firms alongside other government agencies like Business Gateway and Scottish Enterprise to support local businesses. ▪ Supporting business advisory clients with business awards applications. ▪ Serving as a judge on business awards panels.

▪ Spearheaded the local representation of the youth charity, The Prince’s Trust, mentoring young people aged 18-30 to turn their aspirations into viable businesses. ▪ Pioneered an annual entrepreneurial boot camp “The Elevator Challenge” an intensive Weekend encouraging enterprising and entrepreneurial behaviuor in young, promising entrepreneurs.▪ Developed and implemented learning programmes for enterprising young people in collaboration with The Wood Foundation, supporting Scotland’s next generation of the young workforce. ▪ Launched ‘Women Into Business’, a regional business networking group for female-founded business owners. ▪ Identifying commercial opportunities for Elevator to partner on sponsored initiatives for young people through entrepreneurship and employability; delivering these programmes once secured. ▪ Continuously tweaking and rejuvenated training workshops and accompanying materials for Business Gateway workshops, making necessary amendments and updates. ▪ Championed the work of Elevator and Business Gateway participating at networking events at the local Chambers of Commerce, Business Networking International (BNI), Business Networking Scotland and Aberdeen Business Network,

▪ Managing logistics for over 30 workshops per month, delivered within the Business Gateway programme, across various venues in the North East of Scotland.▪ Directed the development of training programmes, timetables, trainers, venues and bookings systems.▪ Business Development: Liaising with a team of Business Advisors and Senior Management to maximise outputs, highlighting hot leads contributed to monthly targets.▪ Production and management of monthly invoices for strategic partners. ▪ Creating new documents and templates for capturing invoicing data. ▪ Maintaining client files and data protection. ▪ Handling calls and managing expectations of advisory clients and supporting the business advisory team overall with administration tasks.

▪ Responsible for the improvement and implementation of customer care procedures and processes.▪ Cheerleaded the use of an internal CRM system to maintain the seamless running of business processes▪ Responsible for managing customer service accounts of 100+ SME’s across North East▪ Captured and monitored financial information including delivery notes, invoices, credit control and bank reconciliations.▪ Key liaison with other departments, including Dispatch and Logistics Teams.