APFS, Chartered Financial Planner & Investment Research Manager
I have worked in Financial Services since 1994, having begun my career at Aon Consulting.
I joined Investment Solutions in May 2012 and I provide advice to clients in respect of investments, pension planning and inheritance tax planning, as well as providing advice to trustees and those holding Power of Attorney.
I am a member of the Personal Finance Society and an affiliate member of the Society of Trust & Estate Practitioners (STEP). I hold the Advanced Diploma in Financial Services as well as the specialist STEP Certificate for Financial Services in Trusts & Estate Planning.
Outside of work I am a keen keep fit enthusiast and enjoys circuit training and running. My other interests include travelling and Scuba diving.
My husband and I recently adopted a little dog called Hugo from WADARs and he keeps us very busy at the weekends.