About you
Understand the types of people I can help.
Who do I work with?
I can safely say that I love what I do for a living. Helping clients is truly a privilege for me and I find this work incredibly fulfilling. With that being said, many of the people I work with have two things in common:
- They are over the age of 45
- They are close to retirement
How I help… Retirement planning
Clients often approach me as retirement nears, seeking a plan to sustain their lifestyle. After I’ve uncovered your goals, I can work on a plan to help you reach them.
How I help… Tax planning
This is something I can do for people, no matter what their age. I also understand the benefits of a joined-up approach so I can work closely with accountants and solicitors.
How I help… Estate planning
I provide essential guidance to individuals and families in structuring their assets and affairs to ensure smooth transitions for their loved ones in the future.
My role as a female financial planner
It may not surprise you to learn that just 16% of regulated financial advisers in the UK are women, according to the Financial Conduct Authority’s records. This statistic underscores the significance of my role as a female financial planner.
My mission is clear: to support and empower women across different life stages, including those navigating the complexities of divorce. Drawing from my personal journey through divorce, I bring first-hand understanding and empathy to guide others through similar challenges.