I am a Wife, Mum and Business Woman and because of this can relate to clients alike.
I have previously worked in a bank, charity finance and insurance for 5 years. Specialising in insurance I keep upto date with changes in policies so that I can make suitable recommendations.
CeMAP qualified I have knowledge of Mortgages, Legal processes, pensions and investments aswell as insurance.
With experience working with business owners I also help business owners put things in place to protect their business continuity.
I love meeting new people and their families, giving them peace of mind for their future.
I understand the pressure parents and business owners have, emotionally, physically and financially.
It is my aim to ensure that clients feel valued and enjoy their experience of putting together solutions that will support them financially.