My role is to manage Client relationships from acquisition stage, through to ensuring that a long standing, trusted relationship is maintained.
I have worked over 13 years in the financial services industry. I have held roles at Marsden Building Society and most recently Skipton Building Society, where I was Senior Customer Adviser at the Clitheroe Branch.
Outside of work, I am Mum to Harry and enjoy keeping fit and socialising with family and friends.
I have worked in the Financial Services industry for over 31 years. This has given me a wealth of experience and a real desire and ability to provide excellent, bespoke, face to face advice to both personal and corporate clients. I pride myself on establishing solid, long lasting relationships, ensuring that I am able to offer my clients holistic wealth management solutions that meet their financial needs both now and in the future.
I have a strong belief in providing high quality tailor made advice, aligned with a strong focus on customer service.
My role as a Wealth Management Consultant is to focus on achieving and maintaining a thorough understanding of my clients' financial needs and aspirations. I believe passionately that the best wealth management service is provided through personal, face-to-face advice which enables me to give holistic advice to clients. This process helps them with practical solutions to the financial issues that concern them most. My emphasis is on maintaining a long-term relationship with my clients to provide them with a source of trusted advice as their financial needs evolve over the years, not just on a personal but also a commercial basis.
My role is to work alongside Paul & Vicki in the office with the general administration duties, dealing with telephone enquiries and helping with the organistation of client events. Prior to this role I worked as a Paralegal Officer at the Crown Prosecution Service for 16 years where my attention to detail and confidentiality requirements were essential, as they are now in my current role.
Outside of work, I have 2 beautiful daughters Lily and Maisy therefore most of my spare time is to enjoy family time with them. I also enjoy eating out, going on holidays and socialising with friends.