I started my career over 30 years ago, with Coutts & Company in Bristol, where I worked my way up from Cashier over a 12 year period. I qualified as a Financial Adviser and moved to Bournemouth in 2001, where I joined Lloyds Private Banking. After 13yrs here, I decided I wanted more control over how I looked after my clients, and so I set up my own practice in Partnership with St. James’s Place Wealth Management in 2014. In 2017, I qualified as both a Chartered and Fellow member of the Chartered Insurance Institute, demonstrating my extensive knowledge and expertise in my quest to be the best that I can possibly be for my clients.
I pride myself on providing a personal one-to-one service for my clients, which is tailor made to help them achieve their financial goals and aspirations.
Outside of work, I am a mum to two adult sons, and a disabled dog, and I enjoy spending time with family, and taking extensive walks and hikes around the beautiful Dorset and Hampshire coastline.
I am an avid fund raiser for charity, through challenging walks and hikes, including taking on Mt Kilimanjaro in 2013 which raised over £6,000 for the Brain Tumour Support Charity, and visiting Nepal in 2019 which raised over £10,000 to help rebuild a school devastated by the 2015 earthquake.