My financial services career started almost 20 years ago in a client support role with a leading financial services firm, moving into sales and then training my experience has allowed me to develop a strong knowledge of all financial planning areas including pre and post retirement planning, savings, investments and client and family protection.
I became a financial adviser five years ago as I wanted to work in a role which enabled me to use my knowledge and qualifications but allowed me to help and support people achieve their financial goals. I understand every client is unique and so it is imperative that I understand what is important to my clients and their families in order to develop a financial plan which will help them to meet their own financial objectives.
In my spare time I enjoy spending as much time with my friends and family as I can and try to squeeze some time in to go to an exercise class at the gym. I enjoy travelling and try to get away at least once a year. My favourite place in the world to visit is New York as I also love musical theatre and where better to see a show than on Broadway.
- Wealth management
- Investment Planning
- Retirement Planning
- Private client
- Financial Services
- Training & development
Diploma in Financial Planning (DipPFS)
Certificate in Mortgage Advice (QCF)
Certificate in Learning and Development Practice (QCF)