With 14 years in estate agency it was here I discovered my passion for helping others. While pregnant and on maternity leave, I took the plunge to pursue my qualifications as a financial adviser in 2023. Afterwards I joined St. James's Place Financial Adviser Academy, this provided me with the opportunity to develop my skills, enabling me to deliver exceptional financial advice and support to clients in their financial journeys.
I achieved the Diploma in Financial Advice (DipFA) in 2023, enabling me to provide holistic, tailored advice that meets my clients' unique needs. I believe that each client is individual, deserving personalised strategies that align with their financial goals. By building strong relationships and understanding their aspirations, I empower clients to make informed decisions and secure their financial futures.
I live in Liverpool, have done all of my life, with my partner Craig, my little boy Jude and Charles the cat. Of a weekend I am mostly engaging in most of Jude's activities which keep us busy but when I do find the time I enjoy reading, playing tennis and Pilates and having the odd weekend away with friends.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.