My career commenced as a Junior Clerk in a small branch of a regional bank in Southport, progressing through various roles to Branch Supervisor within a large Branch out of town and the opportunity to train and qualify as a Financial Adviser. Leaving the Bank as one of the higher achieving Advisers at the time, to pursue the role on a flexible basis back in Southport. This resulted in becoming a Personal Assistant to a successful Financial Adviser then Practice Manager for him for more than 10 years. The opportunity to move Practices and support the Directors and Advisers of Optasia Wealth Management Ltd was perfect personal timing.
Hobbies & Interests
I am very fortunate to have family and a diverse circle of friends to share lifes journey with and spend a lot of time with them. Being outdoors, be it in the garden, walking locally or further afield, over fields and fells provides me with peace and relaxation. Reading, travel and music are a few of my other interests.