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Having worked in commercial and retail finance for over 30 years, I have developed specialisms in customer service, financial planning and budgeting.
I believe the key to being a good financial coach is having technical knowledge and more importantly the ability to listen and connect with what really matters to my clients. I aim to give good clear guidance without jargon, helping clients achieve their financial dreams and goals.
I love connecting with people, showing them how they can achieve what they want and giving them a new perspective towards money. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears.
In my spare time I enjoy walking, photography and spending time with my grandchildren. Being an avid runner I have ran several marathons raising a lot of money for charity. I enjoy the sense of achievement both of these activities bring.
COMPANY AND TEAM
Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.
Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.
As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.