T: 0151 520 4353
I joined the Acumen Team in 2015, having gained over 15 years’ experience in the Financial Service Industry.
I began my career as a Personal Assistant with Griffiths & Armour in 1999 and after 5 years moved on to become a Financial Planning Administrator, specialising in pensions, investments and protection insurance. To help me with my new role I began studying for the Chartered Insurance Institute Certificate in Financial Planning, which I completed in November 2009. I continued with my exams, gaining the Diploma in Financial Planning in May 2014.
Wishing to progress further in my career and gain more experience, I was fortunate enough to be offered a position with Acumen as a Paraplanner assisting the Financial Advisers to produce the relevant research, recommendations and reports for our clients.
After 12 months with Acumen I was given the opportunity to train as a Financial Adviser to develop my skills working with clients face-to-face. I was authorised as a Financial Adviser in September 2017 and I am very much enjoying my new role meeting and building professional relationships with clients and putting my technical knowledge into practice.
I live in Crosby with my husband Brian, son Matthew and our cats Cassie & Archie. In my spare time I enjoy gardening, reading, singing in a gospel choir and going to the gym.