Professional Biography
I truly value the difference I can make for clients and their families
How do you describe what you do?
I work with seriously injured clients and their deputies and trustees to plan how their award settlement will last their lifetime, with clarity and confidence.
What's next for you professionally?
Ultimately, I want to make a meaningful impact for my clients and my team whilst building a stronger future together.
How did you start off in your career?
I trained with the American IFA Edward Jones, while going door-to-door to offer financial advice in my local area. Not the most glamorous start, as it was challenging, however it taught me resilience and has given me a strong work ethic.
What's your favourite thing about your role?
I truly value the difference I can make for clients and their families; it’s why I do what I do. I’m also lucky to work with an incredible team, many of whom have become close friends over the years.
When you're not at work, what's your favourite thing to do?
I’m happiest hiking the Peak District with my three dogs, dancing at music festivals, or diving deep under the sea. I've been a PADI-certified scuba diver since my early 20s.
What qualifications and memberships do you have?
- BA (hons) European Business Administration and Economics
- Advanced Diploma in Financial Planning
- CF8 qualified in specialist Long-Term Care needs
- Member of the Chartered Insurance Institute
- Member of CoPPA Yorkshire & The Humber
- Certified Dementia Friend