Having worked previously 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.
Following a successful 8 months with Alexanders Wealth Management as Administrator, I was promoted to Practice Manager. This will ensure I gain further experience within this field, working more closely with the Financial Planners and making sure they have everything required to service our clients efficiently. Whilst on a daily basis, I manage the office and client contacts on Ben’s behalf, and provide support in all aspects of the business.
I have been in the Financial Services industry for over 10 years, 7 of which were spent serving the agricultural sector with another national firm. I joined St. James’s Place in 2017 where I spent 6 months in the St. James’s Place Academy in Edinburgh, qualifying and being accredited with my Diploma in Regulated Financial Planning.
I enjoy working with businesses, individuals and families providing expert advice and guidance to help them achieve their financial goals. I advise 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 am also able to provide mortgage advice using a comprehensive range of first charge mortgages from across the marketplace that lenders make available to mortgage intermediaries to meet an array of needs and criteria.
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.
I graduated from Manchester Metropolitan University with Honours in International Business Studies in 2016. Following my graduation - I spent time working in France and the UK, in the travel, hospitality, banking and insurance sectors.
In 2019 I joined the St. James’s Place Academy program, which has enabled me to qualify as a Financial Planner. During my time at the academy an opportunity arose for me to join Alexanders Wealth Management, with Ben Stark and his team.
I enjoy the frequent and personal interaction that this role involves and the importance of helping clients reach their long term goals. I enjoy providing bespoke long-term advice with regards to retirement planning, protection planning, future investment planning, life cover and inheritance tax planning.
When I’m not working, I enjoy keeping myself fit, football, skiing and travel.