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.


Meet My Team

new graduate who has received financial advice

Our team are ready to help, you can contact us on 01422 893531 or email us at the link below.