I joined Acumen following 4 years of Financial Service experience, where I have supported and managed a multitude of Advisers and Clients in the Equity Release sector on an individual basis. My interest in Financial Services and Financial Planning continues to grow and I have since been very lucky to have been offered a new and exciting opportunity within Acumen as a Trainee Financial Planning Co-ordinator, where I am being supported and encouraged by the team to obtain my Financial Planning qualifications.
Becoming a Financial Paraplanner has been a long-term goal of mine. I am very much looking forward to further challenging myself, expanding my knowledge and supporting the Acumen team.
In my spare time, I very much like to be on the go.
You’ll find I’m at my happiest when I’m outdoors and surrounded by nature – hiking, climbing mountains and kayaking to be more specific. I am also a qualified Chef and an avid Baker – I pride myself on my lemon drizzle cake, so much so that it’s a popular request at the many charity events I organise. I have a real passion for Music and Photography too and you can always find me making plans to attend the next gig or festival with my friends.
When I’m not working hard or making plans, you can find me being a creature of comfort at home in Leyland, where I live with my long-term partner Kris and our 2 kids – I mean, our very loved and spoiled ragdoll cats, Silver & Coco.