Professional Biography
I believe good financial advice is about understanding the person, not just the numbers, providing clarity, confidence and long‑term thinking when it matters most.
How do you describe what you do?
I support people through major life changes such as divorce, bereavement and business exit. With 15 years' experience I offer calm financial advice and work closely with trusted professionals, so clients feel supported and confident in their decisions.
What's next for you professionally?
Looking ahead, my focus is on continuing to deepen my expertise and supporting clients through increasingly complex financial decisions with clarity and care.
What's an experience with a client that's stuck with you?
A client once called me in tears during a divorce, worried they knew nothing about the finances. We worked through it together, and they reached the right settlement. Two years on, we still catch up - seeing their confidence grow has stayed with me.
Where do you get your inspiration to embrace what's next?
Early on in my career I noticed how often women felt removed from financial decisions. That stayed with me and continues to inspire my work - helping build understanding, confidence and a sense of control at every stage of life.
Why does my role as a wealth manager matter?
Financial decisions are often made at emotional moments. I help clients slow things down, understand their options and feel confident they’re making thoughtful, well‑informed choices that support their life now and in the future.
What qualifications and memberships do you have?
Diploma in Financial Planning.
Advanced Qualification in Investment Planning
Advanced Qualification in Financial Planning Process
Advanced Qualification in Pension transfers
Inclusive Financial Planning Qualification
CII Certificate in Later Life Planning
CISI Certificate in Securities and Investments