I joined the financial services industry in 1998, immediately after graduating from University with a First-class honours degree in Business Management Studies. Between 1998 – 2014 I worked in Corporate Strategy roles for three global banks and a local building society. Whilst working I also completed my Masters in Business Administration (MBA) at Warwick University Business School.
After the births of my two children, I took the decision to move away from corporate life and spent time exploring my passion for education and managing money by publishing a book ‘7 Steps to teaching your child to save; A parent's guide to raising financially independent children’. I thoroughly enjoyed the process of writing but quickly recognised that I needed to gain my professional qualifications in Regulated Financial Planning, in order to bring my technical knowledge up to date.
When I was approached by St. James's Place Wealth Management, I felt an instant connection to their values and ethics and knew I wanted to become a Partner Practice in order to give my clients the support I would receive.
I feel extremely grateful that my parents taught me how to manage my personal finances and I want to be in a position to help others to manage theirs so that they can spend more time doing the things they love.
Based in Warwick, we provide financial planning services to individual clients and small to medium sized businesses across the Warwickshire, Oxfordshire and Birmingham areas.
We work with people who believe it's important to have a financial plan in place, however don't necessarily have the time needed to dedicate towards keeping their plans up to date.