How I Help
A clear plan for your future
I use my years of experience and extensive knowledge to create a bespoke financial plan for you that clearly defines the path to the future you want.
My approach provides four key benefits to my clients;
1. Jargon-free Advice
Financial planning can be complex but I make sure that I use plain, jargon-free, language. Your financial plan will be presented with a detailed and clear proposal, to ensure you have a full understanding of my recommendations.
2. A Truly Bespoke Financial Plan
Nothing I do is off-the-shelf, I deliver a bespoke service that is individually tailored for you based on your unique needs, circumstances and goals. I take the time to understand you and create a plan that is built around you.
3. A Collaborative Team
Your interests are always paramount to me, so I ensure that I work well alongside your other professional advisers such as solicitors and accountants, to help identify the best solutions and aim for the very best result.
4. Knowledge and Support
I have a great knowledge of the various financial products and services available to my clients through St. James’s Place, and have built up over 25 years in the business. I am continually developing to ensure that my clients benefit from the latest available information.
As one of a relatively small number of women working in the industry, I have a particular interest in tackling gender inequalities, particularly in the field of pension planning. In this area, some women still report significantly lower retirement “pots” than men.
I am supported by a great team that enables me to provide a very personal and bespoke service.