I joined the industry in 1996 working for Halifax Financial Services and held a number of senior advisory roles before accepting an invitation to join the St. James’s Place Partnership in 2010.
I feel that experience counts and my focus is on developing lifelong relationships with my clients, along with delivering the unsurpassed advice they deserve.
I also believe that our industry should be regarded as a profession and to this end, I have become one of only a select group of UK advisers to hold both the Chartered Financial Planner qualification along with the Fellowship of The Personal Finance Society.
Outside of work, I enjoy spending time with my family, walking our dog and supporting good causes within my community.
Having worked in the banking and financial services industry since 1986, my experience has enabled me to provide significant administration and technical support to our Practice.
I am very proud to be working alongside my husband and helping David to provide a first class, personal and professional service to our valued clients.
Outside of work, David and I really value quality time with our children. I am also a keen supporter of Greyhound Rescue.
I joined Cathedral Green Financial Planning in January 2019 after working for an outsourced paraplanning company for a number of years. I have worked in the financial services industry for 17 years, gaining enormous experience along the way, moving through the roles from office junior to investment analysis to my preferred area of Paraplanning, which I’ve now enjoyed for the last 8 years.
I have gained the Diploma in Financial Services and am studying towards the Chartered Financial Planner Qualification with David’s support.
Since joining David and Kay their professionalism and support for not only myself but also for clients has been fantastic and I’m delighted to be a key part of our growing team.
In my spare time I coach Athletics and work closely with a UK charity.