I am a down to earth, Lancashire lass, with a passion for helping people protect and grow what they work so hard to build.
I love talking to folk about their planning, when they want to retire, and what that looks like for them.
I can then help them to make the right pension and investment choices to try and reach those goals.
I also like talking to people about their ethical preferences and what that means for their planning options, planning in line with peoples values is key and I approach that I love.
In terms of insurance, there is a tendency for people to use comparison sites to get their personal and business insurances, but I don’t think you can beat the peace of mind that speaking to a qualified professional brings.
No question is a daft question! You don’t know what you don’t know. So, please don’t be afraid to ask.
When I am not helping our wonderful clients, I love spending time with my family, eating the treats that my wife Annabel has baked, and cheering on the mighty Morecambe FC: Up The Shrimps!
I like helping people on:
Pensions - Approaching retirement
Advice to business owners
Family Financial planning
Certificate in Mortgage Advice
Level 4 Diploma for Financial Advisers
My charging model:
Ongoing % fee