Since graduating with a financial services degree, I now have more than 18 years’ experience in the financial services industry. My clients are usually trustees of pension schemes, corporate clients and individual clients dealing with investments, wealth planning, and inheritance tax planning.
I spend time with clients and trustees to gain an insight into what is important to them. As well as being experienced and qualified, working with our strong technical team, we are committed to developing robust strategies for our clients ensuring all needs and objectives are met.
Outside of work I am kept very busy with my daughter and twin boys, it’s a very busy house!
- BA (Hons), Financial Services
- CFP (Chartered Financial Planner)