Professional Biography
I love helping my clients to break down barriers.
How do you describe what you do?
My focus is building trust and strong client relationships by understanding the financial goals and unique circumstances of my clients and their families. This enables me to create a personalised, flexible strategy to efficiently achieve their goals.
What's next for you professionally?
I want to strengthen and grow the local reputation for exceptional client service, particularly within the specialised areas of charity investments, Court of Protection clients and intergenerational wealth planning.
What's your favourite thing about your role?
Really getting to know my clients. Money can sometimes be very emotive within family dynamics, and I want to help my clients break down those barriers, understand their motivations and help them build their long-term financial security.
Where's your favourite place to meet with your clients?
I want to meet clients in their preferred location - their home, place of work, our offices, or elsewhere. It needs to be in a relaxed setting for them, so they feel at ease in sharing their personal goals, aspirations and their worries.
When you're not at work, what's your favourite thing to do?
Be mum, to my two whirlwinds at home. In the rest of my spare time(!) I love walking my labrador (the 3rd whirlwind!), watching the local rugby team, keeping fit, reading and following Formula 1 racing.
What qualifications and memberships do you have?
- Fellow of the Chartered Institute for Securities & Investment
- CISI Chartered Wealth Manager
- CoPPA member