My financial services career started 20 years ago in Direct Sales with a leading provider selling Protection, Investments & Stakeholder Pensions. I also worked in Intermediary Sales & subsequently progressed to team management, my experience included helping support financial advisers& clients; protection underwriting; group pension schemes including many local government & large employer stakeholder & AVC pension schemes;Auto Enrolement & latterly Pension Freedoms.
Getting the right outcomes for clients has always been key for me regardless of what role I was doing & I have previously driven both customer & employee satisfaction surveys.
I am organised, detailed with a high level of accuracy, I enjoy client interaction & working as part of a team who help & support each other.
In my downtime, I enjoy spending time with my husband, my dog, my family & friends, cooking, DIY & Interiors and reading. Travel is a huge part of my life & even although I’ve ticked a few things of my bucket list there’s a long list of places that I’d love to visit, attending Mardi Gras is next on my list.
Stakeholder & Group Pensions
Compliance & Risk
Life & Pensions Foundation Certificate
Certificate in Mortgage Advice
Certificate in Equity Release