I have worked with Mike since 1992 when I first started working for his General Insurance brokerage later transferring to his independent financial adviser firm. I gained my Financial Planning Certificate in 1999 but chose to work on the research, analysis and administrative side of the business whilst my children were young and requiring more of my time. Then in 2014, I decided to undertake...

I am a Chartered Financial Planner through the Personal Finance Society (PFS) who are the professional body for the UK financial planning profession and a Certified Fellow Financial Planner through the Chartered Institute for Securities & Investment (CISI).

Although I took a step back from advising clients in late 2023 I continue to be involved with my daughters in the running of...

I returned to working for the company in September 2018 having worked in an alternative provision & college for teenagers with behavioural and additional needs for 15 years.

My role is to manage the client relationships and have contact with companies and providers. I oversee the office administration, company diaries and generally ensure the smooth running of the company!

My...