After many years in the NHS, I joined the financial services industry in 2016.
As the office manager, I ensure the smooth running of all administrative tasks, as well as dealing with providers and intermediaries.
I enjoy a close working relationship with the financial planners and other members of the administration team. The office environment is one of great team spirit and camaraderie.
It may surprise you to know that I am a keen Formula One Motor Sport fan and have enjoyed travelling widely to attend many a Grand Prix!
I am often the first point of contact for clients and feel proud of the relationship we have built up over the years. Clients tell us they take great comfort in the knowledge that they can pick up the phone to hear a familiar voice, ask a quick question or arrange an appointment with one of the advisers. We aim to continue providing this personal service for many years to come
Festive Hours for 2024
Closed Tues 24th December at 2:30pm
Re open on Mon 30th December at 9am
Closed Tues 31st December at 3pm
Re open on Fri 3rd January at 9am
Please note that the answer machine will be checked regularly throughout this period, and enquiries will be dealt with promptly.