Daisy began her career in the banking sector with Lloyds Bank in 2017 before transitioning into the wealth planning division at Schroders Personal Wealth. She entered the wealth planning field in 2020, progressing from an administrator to a paraplanner, with the past two years spent in management.

 In her current role, Daisy oversees office management, ensuring the smooth day-to-day running of operations and supporting the wider team to deliver an efficient and professional client experience. Her broad experience across both operational and advisory support functions has provided her with a comprehensive understanding of the business, enabling her to collaborate effectively with colleagues and maintain high standards of service.

Daisy is currently working towards her Level 4 Diploma to further deepen her knowledge and expertise within the industry.

Outside of work, she enjoys socialising with friends and family, walking her French Bulldog, Maggie, and exploring new countries whenever she can.