Meet The Team
As a Financial Planner, I enjoy dealing face to face with my clients, providing holistic financial advice and helping them achieve their goals. Having worked in the financial services for over 25 years, I find it very rewarding to be able to help my clients in what can be a complex environment. I specialise in the following areas; investments, pension planning, savings, tax planning, insurance and protection, retirement planning, ethical investing and inheritance tax (IHT) planning.
I live in Surrey with my husband and two children. I love to travel and enjoy a winter holiday with my family who are all keen snowboarders.