T: 0151 520 4353
After graduating from Sheffield University in 1995, I developed my professional experience at Swiss Life Insurance and the Littlewoods Organisation. I also spent a number of years working for the Citizens Advice Bureau.
I joined the Acumen team in 2007 in an administrative role on a part-time basis whilst my children were young. As my interest in financial planning grew, I was supported and encouraged by the team at Acumen to take further qualifications, and went on to qualify as a Financial Adviser gaining both the Certificate and then Diploma in Financial Planning. I have enjoyed building strong relationships with my clients over the years and strive to provide clear, straight forward advice to each client tailored to their particular needs and objectives.
I have recently gained the Advanced Pension Planning Exam AF3 and I am working towards Chartered Status.
I live in Crosby with my husband Paul and two sons, who are not so young anymore but still very demanding! In my spare time, I love walking, keeping fit and spending time with family and friends.