After an extensive and successful career in business and marketing with a global, blue-chip company, I was delighted to join St. James's Place Wealth Management in 2013 as an Associate Partner Practice. I am qualified with a Diploma in Regulated Financial Planning, adding to my Masters degree from Cambridge. I live in Tonbridge, Kent, am married to Mike, and have two energetic children, Max (17) and Tamsin (5), who both attend local schools.
I provide financial advice across a very wide range of topics, and specialise in working with professional women, (with particular interest in supporting those going through divorce), business owners, and older clients looking for advice on inheritance tax planning and equity release*.
I very much look forward to working with you!
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.