About me

I started my career as a Molecular Biologist having gained a degree in Genetics from the University of Liverpool. In the days before most people knew what a PCR was!

I then moved into the world of laboratory supplies. First as an Account Manager, then having gained a wealth of knowledge in the industry many different roles within the company I worked for.

Having long held an interest in personal finance I finally took the plunge to start a new career and haven’t looked back since. I attained The CISI Level 4 Diploma in Investment Advice in 2021 and am now working towards becoming a Chartered Financial Planner with The CII.

I work with Stuart and Graeme in preparing in-depth reports that accompany the high-quality advice we deliver to our clients. I also support with the more technical aspects which enables Stuart and Graeme to concentrate on what they do best, helping our clients achieve their dreams and aspirations through strategic financial planning.

When not taking the children to various sporting activities I enjoy getting active at the gym, love a good dance but it’s unfortunately mainly kitchen disco now. Food is also a passion, be that cooking or eating out with family and friends. I’m also a great fan of party tricks, the latest is learning how to rap.