Fidelity Wealth Adviser
I am a simple, straight-talking Wealth Adviser who will make you feel at ease from the moment we have our first conversation. My passion is advising clients which I have done for the past 12 years; to make sure your own goals and aspirations can be achieved. I build long-standing relationships with my clients and I really get to understand what is important to you now and in the future.
As a Mum of 2 young children I understand how busy life can be, therefore I am here to help with forward planning for your children's future, whether that be saving towards their education or a nest egg for later life. I also specialise in forward planning for your own goals and needs relating to when you're looking to retire or saving towards your own specific long term goals. I will take you through the process from start to finish leaving you with peace of mind to concentrate on your busy family lives.
When I am not working I love spending time with my son and daughter and when they are not keeping me busy I have a passion for singing where I perform in shows and I am a keen runner who loves a glass of wine!
As a Boring Money ambassador, I am able to offer support and guidance on financial matters. As a regulated financial adviser, I can also give personal recommendations or advice (subject to following Fidelity’s standard advice process).
I like helping people on:
Being a Mum
Pensions – Getting started
Pensions - Approaching retirement
Diploma in Financial Planning
Certificate in Mortgage Advice