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Call:  0115 7722126

Email: team@balancewealth.uk 

I was once told that if you always put your clients at the heart of everything you do, everything else will follow suit. That has stayed with me since, and it informs every piece of advice I give.

 

I love to spend time enjoying live music (my husband is a musician), travelling, spending time with friends and family. I also enjoy restoring and riding classic motorcycles.

 

I am married with a young son.

 

 

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I hold the Advanced Diploma in Financal Planning and have also been awarded Chartered Financial Planner status, which is the professional gold standard, held by only 10% of all advisers. I am an Independent Financial Adviser (IFA).

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Background

I started my career at a large regional independent financial advice firm. I then joined a financial planning team within one of the largest law firms in the East Midlands, gaining a strong grounding in family law and wills, powers of attorney and trusts.

 

I joined Balance: Wealth Planning because I strongly agree with the firm's values and principles. That means I am able to deliver exactly the kind of advice and service I believe in.

Qualifications

My role

What's important to me

I am a financial planner and have over a decade of experience working closely with clients.

 

No matter how complex their circumstances and needs are, I give them clear and helpful financial planning advice, then help them put everything into place.

 

As well as looking after our clients, my role is to work closely with my co-Directors to ensure that the advice and service we provide our clients is as good as it can possibly be.

 

I work predominantly out of our Derby office and ocassionally visit our offices in Nottingham and Leicester.

01332 492126 or 07841 633017

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