A busy career in recruitment followed by motherhood and running a start-up. These are some of the reasons I let financial planning take a back seat. That is, until life threw some unexpected curveballs my way and it could no longer be ignored! Throughout life, our aims and priorities are constantly shifting. A financial plan should accommodate these changes and allow for the unexpected. Working with a financial planner should leave you feeling empowered and give you peace of mind. Whether it’s growing your wealth, planning for retirement, making the most of personal tax allowances, or just reviewing where you are “at”. I’d love to help!.
Newbury-based for 30 years, my hobbies include golf (I am huge sports fan generally, but mostly of the armchair variety), gardening/houseplants, and my two French bulldogs who are an endless source of companionship and amusement in equal measure!