Since completing my Accountancy & Finance degree at Heriot Watt over 22 years ago, I have gained valuable industry experience as well as studying for further qualifications along the way.

After joining St. James's Place in 2006 as an Administration Assistant, I quickly started working on my Diploma in Financial Planning whilst learning all the essential elements to giving financial advice to clients.

By 2017, with ten years of behind the scenes experience, I was excited to get in front of clients and get hands on, discovering and supporting them with the specific financial advice they needed. I’ve continued studying for further qualifications and achieved Chartered Financial Planner in 2020. The more I know, the more I can help my clients achieve their big life goals.

Getting to grips with money and the long term implications can be daunting so I provide an encouraging space where clients can ask questions and get the support they need to make positive financial plans with confidence.

Most recently I have created Wood Wealth Ltd so that I can create my personalised Client Service Charter and focus on helping busy, career focused women build the retirement they desire. I am also keen to support both Financial Education and Wellness for employees by providing series of live webinars I can present.