Financial services can often be unnecessarily complicated, and I like to think that I am able to simplify matters, while helping clients reach their financial goals.
I hold the specialist Certificate in Long Term Care qualification, meaning that I have great experience in dealing with attorney, deputy and trust arrangements, working closely with Birkett Long’s Wills, Trusts and Probate team.
I am also a member of the Birkett Long IFA board and the firm’s Strategic Board.
I have been working in financial services for nearly 20 years now, after getting into the industry almost by accident. I enjoy helping people, and I have had several clients for many years. I now advise their children and grandchildren, which may be a sign that I am getting old!
I enjoy spending time in the community, particularly speaking to local groups, including the Women’s Institute and Tangent groups, and I have also presented to schools and colleges.
In my spare time, I enjoy all sports, and play football and run regularly. You will also find me in the gym 5/6 days a week. I like to go and see live music - the heavier the better, and watch stand-up comedy, although this has been reduced due to now having a young son!
- Diploma in Financial Advice
- Certificate in Long Term Care Insurance
- A Member of the London Institute of Banking and Finance