Professional Biography
It's all about championing women in wealth, helping them navigate financial complexity with clarity
How do you describe what you do?
I help individuals and families structure their wealth to meet their personal and financial goals. My specialism lies in supporting entrepreneurs from growing and realising their capital to planning for life after exit and generational legacy.
What's next for you professionally?
I’m excited to expand the work I’ve started with female founders, supporting them with their entrepreneurial journey and beyond it. I’m focused on championing women in wealth, helping them navigate financial complexity with confidence and clarity.
How did you start off in your career?
My career has come full circle. I started my career in wealth management before a short time in sales trading, having been inspired by the movie Wall Street! I was also an entrepreneur for a number of years before returning to financial planning.
What's your favourite thing about your role?
I love understanding people’s journeys to wealth. I find it fascinating how individuals think and react differently and how that influences their personality. In helping people with their goals, I am always learning about perspective.
Why does my role as a wealth manager matter?
Wealth management matters because life evolves. A wealth manager will support present lifestyles and future ambitions. Building financial strategies that are adaptable and flexible allows wealth to work harder and smarter.
What qualification and memberships do you have?
DipPFS MCSI