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Call:  0115 7722126

Email: team@balancewealth.uk 

I have a six year old son who means the world to me, I aspire to give him the best opportunities and experiences I can. Achieving a balanced work/home life is also very important to me and being part of the team at Balance: Wealth Planning has provided me with exactly that.

 

My friends and family are very special to me and most of my spare time is spent with them.  When I do have some time for me I like working in the garden and I am currently learning how to meditate – not the easiest thing to do with a six year old!

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Background

I have 20 years of experience in clerical and assistant roles and have had 9 years’ experience working for award winning financial planning companies.

My role

What's important to me

My role is to give complete support to the Directors, so we can confidently provide a quality service to our clients.  

 

I work closely with the Directors in organising events, communicating with clients and managing projects. I assist with operational duties, the production of management information and I am involved in all our marketing activities. Whatever we need, I make sure we have it.

0115 7722126 or 07872 349877

 

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