Professional Biography
I make a difference to my clients. I provide them with peace of mind that their funds will be taken care of…
How do you describe what you do?
My main area of expertise is working with our most vulnerable clients including those who have gone into care, are going through a divorce or separation, or suffered a serious injury.
What's next for you professionally?
To continue to be the best at my role that I can, to support up and coming advisers to grow and develop their skills within the industry, therefore encouraging the next generation of Financial Planners.
What's an experience with a client that's stuck with you?
One of my clients lost their spouse, who looked after the family finances, in tragic circumstances. I have worked with them now for 5 years and have seen their confidence grow when dealing with their financial affairs.
How did you start off in your career?
I returned from Australia with my baby (he's now 23) and went into HSBC Bank to pay in a cheque. I asked if they had any positions available and they confirmed they had a cashier position coming up. 22 years later I'm still in finance.
Why does my role as a wealth manager matter?
I make a difference to my clients. I provide them with peace of mind that their funds will be taken care of, that they don't need to worry about what they see on the news and that I am at the end of the phone.
What qualifications and memberships do you have?
- Chartered Financial Planner
- Fellow of the Chartered Insurance Institute
- Member of the Society of Later Life Advisers
- Associate Member of Resolution
- Dementia Friend