Biography
I am the Financial Planning Manager within IM Asset Management.
I have over 20 years’ experience in the Financial Services Industry and holds the Diploma in Financial Planning from the Chartered Insurance Institute.
My main responsibilities are to manage a team of exceptional Financial Planners and also provide Financial Planning advice to my own clients.
We help our clients achieve their financial goals, ensuring their objectives and needs are carefully considered and advice is provided in a friendly and professional manner.
What inspired you to get into financial services?
I have worked in the industry since leaving college, my first role was working for a Pensions Adminstration company. We were always encouraged to pursue personal development and further qualification. I found that working alongside people to achieve their aspirations motivated me, hence the move through to providing advice and supporting my team to do a great job!
Meeting our clients. I enjoy meeting people and finding out all about their story, I enjoy building relationships to help me understand better the position they're in and what they'd like to achieve. If I can help them do so then, all the better. Getting to know my client and supporting them in achieving goals is the most rewarding part of the role. The same can be applied to supporting and coaching my team members!
What do you do away from the office?
I have two teenage children who keep me very busy away from the office, mostly as a taxi service.
I really enjoy hiking with friends, walking my little dog, Molly and getting out for a run as frequently as possible.