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 am a financial planner, working with clients to organise their wealth so they have the best chance of meeting their goals. That means I spend a lot of time meeting people, listening to what they want to achieve and doing all I can to make it happen.
As Managing Director and founder of Balance: Wealth Planning, I ensure that every piece of advice is sound, right for each client and our research is rock solid. I am also responsible for the continuous development, growth and advancement of the business.
I work predominantly out of our Nottingham office.
I’ve worked in award-winning financial planning companies at senior and board level for over 20 years, with a reputation for being professional, versatile and efficient. I’ve been a financial adviser and also taken care of business operations, regulatory compliance and process improvement. I have also worked as an independent consultant to other financial planning firms. I founded Balance in 2014.
What’s important to me
I believe very strongly in the principles of living a kind, worthwhile and fulfilling life. For me that means doing what is right and doing it as well as possible.
I love to learn and adopt new ideas. You can often find me watching TED talks, following up interesting links on Twitter or reading the latest books on business or psychology.
I also like to spend time being creative, whether that’s making something on the sewing machine, hand painting glasses or coming up with designs and brochures for the business.
My family is incredibly important to me, especially my two fabulous children.
I hold Chartered Financial Planner and Certified Financial Planner status. Only around 5% of all financial planners have this combination of qualifications.
I am also a Financial Life Planner having trained at the globally recognised Kinder Institute of Life Planning.
To find out more about me, please read my adviser pack.