I am a Financial Planner for Aspect8, a multi-award winning chartered firm, and am based in Chester. Prior to moving into financial advice I worked in investment banking and unsecured personal loans, where I focussed on improving systems and processes for advisers. Working closely alongside other financial advisers gave me first-hand experience of the positive impact they can have on people’s lives. Finance can be overly complicated and scary, so it's my aim to break down these barriers by offering help and support.
The best part of my job is creating long-term relationships with my clients, so we can work together to achieve their financial goals.
I love learning and studying and always have an exam that I’m studying towards; I’m currently one exam away from becoming Chartered, which is something that I’m incredibly proud of as finding the time has gotten significantly harder since I welcomed my two beautiful children, Alexandra and Arnold. When I’m not working they keep me and my husband Oliver entertained. We live by the river, so that’s where you'll often find us with an ice cream (whatever the weather)!
I like helping people on:
Saving for school fees
Pensions – I’m getting started
Pensions - I’m approaching retirement
Diploma in Financial Planning
Certificate in Mortgage Advice
My charging model:
Ongoing % fee