Professional Biography
I'm passionate about helping women find independence with their finances
How do you describe what you do?
I help provide individuals and families clarity and confidence around their finances and help people make informed decisions about their financial plan for the future.
What's next for you professionally?
To continue to work collaboratively with others, including investment and accountancy professionals, to ensure client goals are achieved.
What's your favourite thing about your role?
I love the conversations and every client has a different story. By listening carefully, I tailor advice to truly meet their goals and values. Helping women grow confidence and independence with their wealth makes it even more rewarding.
When you're not at work, what's your favourite thing to do?
I recharge by travelling, whether that's a city break or somewhere further afield. Travel gives me perspective and I often come back with fresh ideas. At home, I bake for friends and on holiday I'm unbeatable at ping pong (or I try to be!).
When you're not at work, what's your favourite thing to do?
For many, money isn't just numbers, it represents their life's work, their family's security or freedom to pursue passions. I enjoy simplifying complex matters into clear achievable plans so that clients can focus on what is really important to them.
What qualifications and memberships do you have?
Financial Planner, Chartered LIBF