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 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 14 years of experience in the Financial Services profession. With varied roles over my career; working my way 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 Manager.
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.