Based in the village of Pease Pottage near Horsham in West Sussex, I provide lifestyle financial planning and wealth management advice to clients both within the City, and more widely throughout the south east of England.
Prior to my appointment with St James’s Place I have worked within the financial service industry for 15 years, the last 10 years I have been specialising in working with people in retirement providing much needed advice on Pension Income and Equity Release*. This is an area that concerns many individuals and families especially with the many changes that have occurred within the last couple of years.
My objective is to provide full advice on all areas which will enhance the lives of my clients and their families whether it is investment, protection, estate planning or retirement advice.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Outside of my business, I love spending time with my husband Steve and my 2 teenage stepchildren.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.