Before moving into financial services, she trained and specialised in oncology, reflecting a long-standing passion for supporting and caring for others. That people-focused mindset continues to shape her approach to financial advice today.
She holds the CII Level 4 Diploma in Financial Planning and brings a wealth of experience to her role. Over the years, she has helped clients navigate a wide range of financial planning needs, combining technical expertise with a genuine commitment to understanding what matters most to each individual.
For Daxa, financial planning is built on trust, honesty and long-term relationships. She takes time to listen carefully to her clients, understand their goals and provide clear, jargon-free advice tailored to their circumstances. She is particularly passionate about ongoing support, helping clients adapt their plans as life evolves and ensuring they remain on track to achieve their ambitions.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.