Wealth Management Consultant
After completing my MA at Liverpool University in 1999, my first employment was in customer services at my local newspaper. Developing a passion for helping people, after a few years I decided to change tack with my career and take my first steps in financial services with a role in mortgage packaging. Here I gained my mortgage qualifications and an in-depth knowledge of the mortgage industry.
Fast forward a few years and I decided to progress further taking a role with a high street bank where I completed my financial planning qualifications. I spent the next 10 years with various banks against a difficult economic backdrop helping clients manage their wealth.
The next chapter and challenge for me is the opportunity to work with Optasia Wealth Management Ltd. I am passionate about providing the best possible financial advice and I take great satisfaction from building long-term, mutually beneficial relationships with my clients in a professional and friendly manner.
With 3 small children, my free time is of a premium. When I do get some time to myself, I enjoy catching up with friends and family or settling down with a good book. My other interests include watching football otherwise I’d be a football widow too.