I ventured into Financial Services at the age of 18 and worked for a regional Financial Planning business. After a number of years, I was tempted by the bright lights of Manchester and joined Standard Life, a major provider of Pension and Investment products. I held a number of roles on the administration team some of which involved underwriting life assurance contracts and dealing with all aspects of the new business process. My aim was always to work more closely with our Financial Planners and some 24 years ago I took up the role of Account Manager or Inspectors as we were called in those days. This role involved supporting Financial Planners around the region and offering technical assistance on our products and systems. During this time, I achieved my Advanced Financial Planning Certificate and gained some very valuable industry experience.
I am delighted to have recently joined Acumen Financial Partnership as a Financial Planning Coordinator. My role involves providing administrative support to the Financial Advisers, including preparing preliminary reports and research, dealing with queries from clients, and obtaining illustrations and valuations.
During my spare time, I enjoy walking and hope to get back to some of the long-distance walking that I enjoyed several years ago. I am a keen gardener and like to visit local gardens and National Trust properties along with socialising with friends and family.