I am responsible for producing pension reports and annual investment summaries for clients, in addition to working with all the advisers on technical research. I have worked in the financial services industry since 1987 and as a financial services executive at Birkett Long IFA since January 2001.
Financial services was a change of career for me after firstly qualifying in music and teaching, which I pursued for a short time. I chose this career path as I love organising, keeping records, using spreadsheets and problem solving which is why this career suits me down to the ground.
Although I chose a different path, I still enjoy the musical interests I have. I am the musical director of Clacton Choral Society (I love conducting!) and I am the organist at Christ Church United Reformed Church. In any spare time, I enjoy participating in fitness classes at the local gym such as yoga and pilates.