I have over 25 years’ experience as a Financial Adviser. Since joining the Asset Management group in 2012, I've worked extensively with Deputies, Trustees and claimants, providing specialist financial and investment advice.
I also work as an Expert Witness, providing essential pre-settlement advice to claimants and the Courts about how settlements should best be structured.
- Diploma in Financial Planning from the Chartered Insurance Institute
- Progressing toward Chartered Status.
What Do You Most Enjoy About Your Role?
I enjoy working in the Asset Management team because we get the opportunity to meet and build relationships with some amazing people. We are privileged to help them plan and achieve their financial goals.