The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.View more of our team
I am a paraplanner working from the Nottingham office. My key responsibilities include working alongside the other paraplanners, providing support to our financial planners and paraplanning manager and working with our administration team to make client goals and dreams become a reality.
I enjoy working as part of a team problem solving and presenting solutions in a concise and easy to understand manner.
I have worked over 20 years in a variety of banking, insurance and financial planning roles across Nottingham and Leicester. And I have been a paraplanner since 2006.
Cashflow modelling and investment planning are the areas I most enjoy working in, being able to learn about client’s circumstances and how I can help them to achieve their goals motivates me to continue to learn and improve my knowledge.
What’s important to me
As a happily married mother of two boys, my world revolves around them – life is busy but lots of fun.
We’re an active family and spend our spare time visiting friends and family, rugby training, cycling, roller skating and at the gym. We also love to travel and immerse ourselves in other cultures.
I’m also quite partial to a show, whether that’s a gig or a night at the theatre.
Having trained as a mental health first aider in January 2021, wellbeing is of utmost importance. I am passionate about spreading the word that learning to be more mindful and aware can do wonders for both physical and mental health.
I have an Accountancy and Finance degree, the Diploma in Regulated Financial Planning and have recently recommenced studying towards obtaining Chartered Financial Planner status.