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
As Operations & Marketing Director 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 oversee business processes, answer any queries that members of the team might have to ensure that everything runs smoothly. I get involved in all parts of managing the business and help improve the service that we offer to clients wherever possible.
I also organise the marketing for the business, responsible for Balance: Wealth Planning’s communications, overall image and branding.
I have 15 years of experience in the Financial Services profession. With varied roles over my career; from being an admin assistant to paraplanner to a team leader and most recently a Financial Planner. This experience has provided me with insight into each aspect of the business and helps in my current role as Operations Director. As well as my analytical side, I absolutely love being creative and take great joy in finding small things that make a big impact through the marketing that we do.
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 also love to exercise and keep fit; I lift weights, love to go spinning and be active as much as possible when not at work.
I have the internationally registered Certified Financial Planner qualification, as well as the Diploma in Financial Planning and Certificate in Financial Planning.