Since 1998, I’ve advised clients on growing and managing their wealth and I strive to deliver the absolute best service standards and experience.
Having co-owned a financial planning business offering tailored financial planning advice predominately to women (although men also), I’m a passionate advocate of inclusion and diversity in the financial planning industry and believe people from a wide range of backgrounds should have the right to access advice that is tailored to them, their views, and their circumstances. I appreciate and understand the significance, and at times the emotion involved, in discussing your personal financial plans, therefore I aim to ensure clients feel welcomed, at ease, trusted and connected.
Outside of Alpha, I enjoy eating out and travelling and dedicate as much time as I can to family, whilst also being a Board member of a local charity (Into Work) who help disabled and neurodivergent people and those with long-term health conditions prepare for, find and maintain jobs.
