Riverside Chambers, Full Street, Derby DE1 3AF
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.View more of our team
My role is to provide administrative support to the Directors as part of an overall financial planning service to prospective and existing clients. I also provide support to the Directors in managing tasks, updating systems and communicating with our clients
I make sure everything here in the Derby office is looked after and kept in order and that we have everything we need to keep everything running as smoothly as possible.
I was a driving Instructor back in my home town of Portsmouth for 10 years, I then worked for Home Start and Barnardo’s for three years supporting families in need, such challenging work but so rewarding. I moved to Derby last year and I am now very lucky to be working with a great team who all have a fantastic work ethic and support each other to be the best we can be for our clients.
What’s important to me
I strive to be the best person I can be, I love to help people and solve problems, at work and at home. I am always on the go finding ways to do this. I am a very organised person and thrive on organising and planning things. Or just being bossy as my colleagues and kids may say!
I have three children who are all heavily involved in a local music group, so most of our free time is spent at practise sessions and gigs.
I am studying for the Diploma in Financial Planning; the benchmark in the financial planning world.