BSc (Hons) DipFA Senior Financial Adviser
I have worked within Financial Services since 2005. I joined Investment Solutions in 2021 as a Senior Financial Adviser.
I really enjoy providing independent financial advice to clients in respect of investments, pension planning and inheritance tax planning and helping clients throughout all stages of their lives. I am also experienced in corporate financial advice and enjoy building local connections within the community with accountants, solicitors, and local businesses.
I hold a degree in Business Management from The University of Surrey as well as the Diploma in Financial Planning. I am a member of The London Institute of Banking and Finance.
In my spare time, I enjoy keeping active and my passion is playing tennis where I represent my local club in their women’s team. I have two young children who always keep me busy and on my toes.