I believe that everyone can benefit from financial advice. From getting your first house to enjoying your retirement in style, having a little support and guidance can make the world of difference. I am an advocate of planning your financial journey early to enable you to enjoy your life to the full.
I love working closely with my clients to create a bespoke financial plan that works for them.
My mission is to make financial planning an enjoyable experience, incorporating a caring outlook to help my clients throughout their financial journey. Outside of advising, I love to spend most of my time with my family, my husband John and our 2 gorgeous daughters Lyla and Kitty. I love to entertain and enjoy an early morning run, when I can!
I specialise in; retirement planning, investment planning, Inheritance tax planning and mortgage planning. I also work with businesses with all their financial requirements.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.