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 now a Consultant with Balance Wealth, having stepped back from being a front line Financial Planner, so I’m no longer giving financial advice to clients. I am a Registered Life Planner and a Certified Financial Coach Practitioner and plan to continue to use the skills I have developed in those areas supporting the ongoing development of the fantastic team at Balance Wealth Planning. You’ll also find me presenting webinars and seminars about retirement – something I’m not quite fully ready for myself!
I started my career in Tax in 1975, moving into Financial Planning in 1985 and have had a long and varied career working for HMRC, a national accountancy firm, a Private Bank and a number of Financial Advisory firms culminating in joining Balance Wealth since 2017, which has been a great place to land.
What’s important to me
I’m a big fan of people, I think they’re the most interesting thing in the world. In recent years I’ve moved away from learning about financial matters to studying Psychology and Coaching because I want to understand what makes people tick and how I can help them find their best lives.
I love music, mainly listening to and watching live music, and I sometimes play and sing myself. I aim to keep fit with walking, swimming and Pilates. I’ve travelled a lot with my husband over the years and we’re keen to do more of it in the future. We have a grown-up son and three cats.
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- Registered Life Planner
- Certified Financial Coach Practitioner