Professional Biography
Proud to be part of Evelyn Partners, enhancing client experience in a dynamic and ever-evolving financial landscape.
How do you describe what you do?
My aim is to deliver a financial plan that is clear and understandable to the client.
What's next for you professionally?
Continue to support existing and new clients holistically to achieve their objectives.
What's the best piece of advice you've ever been given?
It's all about the client!
What's your area of expertise?
NHS - Have been working with senior and retired NHS pension scheme members for over 25years when I worked for The British Medical Association.
What's your favourite thing about your role?
Helping clients to be in an informed position.
Where's your favourite place to meet with your clients?
Royal Liver Buildings in Liverpool is an iconic building and a great place for clients to visit.
What qualifications and memberships do you have?
DipPFS