Professional Biography
Empowering women to take control of their finances and see their confidence grow is what drives me.
How do you describe what you do?
Over 35 years' experience advising high net worth individuals and families. I assist my clients to navigate complex investment decisions, planning for retirement, creating robust financial plans and protecting their wealth for future generations.
What's next for you professionally?
To continue to mentor women in, or hoping to join the financial services industry, is hugely important to me.
What's an experience with a client that's stuck with you?
Empowering a female widow, whose late husband had always dealt with the family finances, to fully understand and take control of her financial future, with confidence.
What's your favourite thing about your role?
Becoming a highly valued and trusted advisor, empowering clients to achieve the life they aspire to.
What's your favourite thing about your role?
I represented England in Cross Country in my teens, running and exercise is a core discipline that I have continued, albeit at a slower pace!
What qualifications and memberships do you have?
DipPFS, IAC, CeMap