Having worked within the property sector for over 13 years, I decided to make a career change to join Ben Stark at Alexanders Wealth Management to expand my current skills and progress within this field.
I will be responsible for managing the office and client contacts on Ben’s behalf, whilst providing support in all aspects of the business.
Following 7 years serving the agricultural sector with another national firm, I joined St. James’s Place in 2017. Shortly after graduating from the prestigious
St. James’s Place Academy program, an opportunity arose for me to join Alexanders Wealth Management.
I enjoy advising clients on a wide range of financial planning needs such as investment planning, pension planning, protection and Inheritance Tax planning. I take a life centred approach to financial planning which enables me to develop an individually tailored financial life plan based on the values, priorities and experiences of each client. I specialise in the agricultural sector helping families handle the difficulties of succession planning and helping plan for any changes in legislation.
In addition to the Diploma in Regulated Financial Planning, I continue to study in pursuit of becoming a Chartered Financial Planner.
When I’m not working or studying I enjoy spending time with my family.