I’m part of the paraplanning team and my main responsibility is working alongside the planners, writing recommendations and conducting research. I also work closely with the administration team when it comes to platform development and implementing recommendations. I’m often found in client review meetings making notes.
I really enjoy hearing about clients’ lives and travel experiences and being part of the process to help them achieve their financial goals.
I live with my partner, Joe and our daughter Arabella. If I’m not at home or working, you’ll find me at the stables with our horse. I recently retired from Horseball (rugby on horseback) after competing in Australia, Spain and France. We’re now focussing on eventing.
To relax, I enjoy eating out and socialising with friends.