Riverside Chambers, Full Street, Derby DE1 3AF
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.View more of our team
I am a financial planner and have over a decade of experience working closely with clients.
No matter how complex their circumstances and needs, I give clear and helpful financial planning advice. Once I have built a financial plan, our team and myself will then ensure it is efficiently implemented.
My role also includes working closely with my co-directors to ensure that the advice and service we provide our clients is as good as possible. I work predominantly out of our Derby office and occasionally visit our offices in Nottingham.
I started my career at a large firm of Independent Financial Advisers.
I subsequently 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. I am now a joint owner of the company, and can deliver exactly the kind of advice and service I believe in.
What’s important to me
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.
Away from the office I love listening to live music, accompanying my husband who is a musician. I also enjoy travelling, time with friends and family as well as restoring, and riding, classic motorcycles.
I am married with a young son.
I hold the Advanced Diploma in Financial Planning and have also been awarded Chartered Financial Planner status, the gold standard of financial planning.
I am also a Financial Life Planner having trained at the globally recognised Kinder Institute of Life Planning.