Having worked for a high street bank for the majority of my career, I made the decision in Spring 2021 to start my own financial advice business through St. James’s Place.
The infrastructure of St. James’s Place allows my clients access to their global investment management offering and guarantees my advice, whilst at the same time allowing me to develop my own clients’ financial planning priorities and give them a superior service.
I am a Chartered Financial Planner and can provide advice in many different areas including, Investment Management, Retirement Planning and Inheritance Tax Planning. I am friendly, approachable and like to think I can make a relatively ‘boring’ subject much more interesting.
I have worked with many different clients over the years and have lots of experience in helping people to grow their wealth and save tax along the way.
I am based in Hull, East Yorkshire where I live with my husband Chris and our children. Outside of work, I enjoy spending time with my family as well as keeping fit, running and swimming. I also enjoy many different crafts and run an arm knitting business in my spare time.
If you need any further help or information please do not hesitate to get in touch - firstname.lastname@example.org