Having enjoyed studying budgeting, planning and economics as part of my Accounting and Finance degree, I decided to begin a career in financial services, post graduation. I thoroughly enjoy my role as an adviser, as it gives me the provision to help others better understand their financial position, protect their families and achieve their objectives in a meaningful way. It also allows me to meet and interact with a wide variety of people which satisfies my sociable and friendly nature.
My focus is on delivering high quality, initial and ongoing advice by building trusted and lasting relationships with each of my clients. Formulating a financial plan means working together on a proposal to achieve something and therefore, I believe that our work together should be monitored and revisited regularly to ensure its parameters are met. It is extremely important to me that my clients feel comfortable and well informed; I take time to understand their individual circumstances and build tailored recommendations in a constructive and educational manner.
I have always lived in North Wales so I enjoy making the most of walks and outdoor activities in the area with my partner, Dan. I also enjoy going to the gym to keep active and I am a member of the Women’s Institute which keeps me occupied outside of work.