The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
Meet the team
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I am a Senior Administrator, working from our Nottingham Office. I provide support to our Financial Planners and Paraplanners, ensuring that all our client data is accurate, paperwork is received in time and processed promptly. I especially enjoy the interaction with our clients, ensuring they receive the best possible, all-round service and feel safe working with us.
I originally started my career working for a pension provider in the South, before moving up to Nottingham where I became a specialist in working with all sorts of pensions, large and small.
I worked closely with financial advisers and our clients, building solid relationships along the way. And over time I expanded my knowledge to include investments, another skill which is very useful for my role at Balance. I now enjoy working with such a friendly and experienced team that provides excellent service to our clients.
What’s important to me
My family is very important to me. I have two children, 18 and 16 years old, so evenings are usually very busy with activities and clubs for them.
I enjoy keeping fit when I can, watching or going to the movies and catching up with friends. I enjoy travelling and aim to go skiing most years.
I have a handful of qualifications relating specifically to financial services, including the Financial Planning Certificates and exams in Regulations and Ethics.