Vicky joined Chapters Financial Limited in February 2014 as a trainee Financial Planner following a career in new and renewable energy.
Vicky obtained an MSc in Environmental Technology from Imperial College London in 2002, having previously achieved a first class honours degree in Geography from King's College London. She successfully completed her CII Diploma in Regulated Financial Planning in August 2014. Following her promotion to Financial Planner and now Director, Vicky has successfully completed a range of further qualifications, including the CII Discretionary Investment Management exam in August 2015. Her work with Chapters Financial has been varied, focusing on investment, pension and workplace / auto-enrolment pension planning, working with the management team meet their objectives, both with the face-to-face business and the new innovation of online financial advice through www.saidso.co.uk.
Vicky became Education Officer for the Southern region committee of CISI in September 2016.
Vicky also became a Director at Chapters Financial in 2019 and in October 2020 passed the Chartered Institute for Securities and Investment (CISI) Diploma in Advanced Financial Planning. The achievement of this Level 7 diploma means that Vicky can now apply to the CISI for Certified Financial Planner (CFP) status.