As your financial planner and wealth manager, my role is to be your navigator. I’ll help you clarify where you want to go in life, organise your finances to help you get there, and keep you on track throughout the journey with regular updates and reviews.
I’ve worked with many of my clients for years. They value my friendly, personable approach, no-nonsense, jargon-free advice, and the fact that I’m by their side whatever life throws at them.
While many financial advisers specialise in either business clients or individuals, I work with both – which means I can help you with all aspects of your financial planning, including:
- Protecting, building and managing your investments and assets.
- Providing financial protection for your family in the event of death or critical illness.
- Planning to retire when you want to, with the financial freedom to do the things you love.
- Passing on as much of your wealth as possible to your children by reducing the amount of inheritance tax due.
- Protecting your business – and your most valuable members of staff – in the event of unforeseen circumstances.
I work closely with all my clients, getting to know them, their families, and their aspirations, as well as their financial circumstances. They know they can trust me to develop and manage the financial plans that can help get them to where they want to be in life.
As an Associate Partner Practice of St. James's Place Wealth Management, my advice is covered by its guarantee, and I have access to the information, knowledge and resources of one of the UK’s most respected wealth management companies.
The technical bit…
As a Chartered Financial Planner, I’m one of the UK’s most highly qualified financial advisers. I was elected as a Fellow of the Chartered Insurance Institute in 2012 – regarded as the premier qualification within the financial planning industry – and I’m a Full Member of both the Society of Later Life Advisers and the Society of Trust* and Estate Practitioners. I also have a law degree.
Originally from Rugby, I now live in the beautiful cathedral city of Hereford with my husband and 13 year old son. Outside of work, I’m a school Governor, and enjoy arranging events to raise money for my local Rotary Club. Despite running a half marathon in 2016, I have no plans to run a marathon.
I have clients in Herefordshire, Worcestershire, Gloucestershire, Shropshire, Monmouthshire and beyond. If you’d like to find out more about working with me, get in touch to arrange a no-obligation consultation where we can get to know each other and have a friendly and relaxed chat about your financial aims and objectives.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
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