Financial Planning Consultant
My belief is that it is important to treat everyone as individuals and tailor our services exactly to meet your needs. This the kind of service I expect to get and the service I want to give. A service you want to talk about for all the right reasons.
I started out my working life in retail. Loving the fast paced environment and excelling in customer service I became an Assistant Manager of a large supermarket in Southport at the tender age of 18! I continued to work in retail as a Manager until I started my family wanting to move away from working unsociable hours.
I started to look and found the financial services industry appealing. I started my new career path working for a local insurance company. Dealing directly with financial advisers as a Business Development Manager, I worked within the Insurance Department and then the Mortgage Club Team helping mortgage brokers place unusual cases. It was during this time that I decided that I wanted to be an adviser. So I gained my qualifications and took the first leap into advising. From there I have continued with my professional development and qualified as Wealth Management Consultant in early 2019. I love the journey I have taken and now I enjoy helping my clients with their financial planning regardless of the stage of life they are at. Whether you are just starting out, saving to buy your first home, planning for retirement or about to start your retirement, I am here to help you along the way.
Since 2015 I have been working with Optasia Wealth Management Limited and look forward to continue working with my clients, existing or new.
I enjoy spending time with my husband and our family. I love getting away for weekends, generally to the Lake District and I do try to go on holiday abroad at least once a year as I love the sun and we don’t get much of that in the UK.