Trent Business Centre, Thoroton Road, West Bridgford, Nottingham NG2 5FT
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.View more of our team
My role is to give complete support to the Balance: Wealth Planning 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.
I have 20 years of experience in clerical and assistant roles, including nine working for award-winning financial planning businesses.
What’s important to me
I have a seven-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 hugely 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 enjoy gardening and I am currently learning how to meditate; not the easiest thing to do with a seven-year-old!