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
I provide support to the whole team, ensuring that we deliver a brilliant and efficient service to our clients, which in turn allows our clients to reach their lifetime goals.
I organise workflow, answer any queries that members of the team might have and put in place the processes to ensure that everything runs smoothly. I get involved in all parts of the business and help improve the service that we offer to clients wherever possible.
I have over 11 years’ experience in the Financial Services profession and have had varied roles over my career; having worked my way from being an admin assistant, to paraplanner, to a team leader and most recently a Financial Planner.
What’s important to me
I believe in acting with honesty and integrity and treating people as you would want to be treated yourself. I also love to help people and feel like I’ve made a difference; these principles are important to me.
I look forward to travelling somewhere new each year; my husband and I have a huge list that we are currently working through at the moment and we enjoy our quality time away together.
I’m a very creative person and I spend a lot of my spare time drawing, painting and creating graphic designs.
I have the internationally registered Certified Financial Planner qualification, as well as the Diploma in Financial Planning and Certificate in Financial Planning.