Professional Biography
I love meeting with clients and hearing how life has been since we last met, how they are, what they have been up to, how the family are and if they have made any new plans for the future.
How do you describe what you do?
Provide holistic financial planning advice to clients on a range of areas including retirement planning, investment advice, inheritance tax planning and protection needs.
How did you start off in your career?
I have worked within Financial Services since 1986 with a varied career working with insurance companies, financial advisers and accountancy practices before moving to Evelyn in 2013.
What's your favourite thing about your role?
Meeting either face to face or online with clients hearing how life has been since we last met, how they are, what they have been up to, how the family are and if they have made any new plans for the future.
What's next for you personally?
I have just bought a property in Spain so plan to spend more time there in years to come enjoying the sunshine and a more relaxed way of life.
What qualifications and memberships do you have?
ACII
MSFA