I have worked in Wealth Management for 13 years, managing operations teams for several large northwest advice firms. I am a strong believer in things being done well, and believe every client deserves the highest standard of service tailored to their needs and preferences. I am passionate about maximising a team’s potential to achieve our organisational excellence and delivering a first-class experience for our clients.
I am naturally analytical; detail focused and have sound understanding of wealth management. I’m qualified to the Foundation Chartered Manager level. My experience has taught me the importance of innovation, and the power of technology in delivering clear communication.
At weekends, I love spending time with my family. We enjoy going out for brunch, cinnamon buns as well as cooking for our friends. I love travelling, and I want my little boy to experience many different cultures from different corners of the world.