Trent Business Centre, Thoroton Road, West Bridgford, Nottingham NG2 5FT
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I am a Financial Planner and Life Planner. That means I help people to figure out what they really want their lives to be like, and then work out how to fit their money around that.
Many of my clients are professional people who are financially sophisticated but get bogged down in minor details. I help them see the big picture and agree a pathway to a bright future.
Clients often come to me when they are in a transitional period. Perhaps planning for retirement, divorcing, redundancy or receiving an inheritance, which has made them stop and think about what they would like their big picture to look like.
I’ve worked in Financial Services for over 30 years in a variety of roles after starting my career in taxation, initially with HMRC then with a national accountancy firm.
Since discovering the joys of financial planning, I’ve worked for two national Independent Financial Advisory firms and a Private Bank as a client facing adviser, as well as carrying out technical support and training work for financial advisers.
What’s important to me
I aim to live my own life plan, which involves spending quality time with my family, travelling extensively and enjoying life to the full. I love cooking (and eating!), various forms of exercise including swimming, yoga and pilates, and live music.
I hail from the North East of England originally and try to get back there as much as I possibly can. I am fortunate to have family and friends scattered all over the world and I try to visit as many of them as I can with my husband Keith, who is retired from a long career in teaching.
We have one grown up son who has followed me into a career in my first love, tax, after a few years working in the other family business of teaching.
I am a Chartered Financial Planner, holding advanced qualifications in pensions, tax and investment planning. In fact, I have accumulated so many qualifications in different financial subjects that I am a Fellow of the Chartered Insurance Institute and Professional Finance Society.
I am also a Registered Life Planner, an internationally recognised qualification, and have undergone full life planning training with the Kinder Institute for Life Planning.