I began my career in Financial Services in 1985 as a Financial Adviser with a national Financial Company where I then progressed to a Senior Financial Advisor. I stayed there for 12 years until August 1997. I then joined Royal Sun Alliance as a tied agent.
It was in 2000, that I then obtained Independent Financial Adviser status to start my own business as an IFA and continued doing this until January 2017 when I joined Concept.
I am very proud to be a member of the team at Concept Financial Planning because I really like the way that they have developed their proposition which revolves around the client and that the client is at the heart of everything they do. They are a forward thinking company.
As a Business Development Manager, I deal with our existing clients on a non-advisory basis as well as developing new relationships with potential clients. I assist the financial planners as well as the other members of the team to ensure that our service standards are maintained from the point of total customer experience and satisfaction.
My hobbies include reading, music, finance and current affairs. One of my great passions is cooking especially using my BBQ which I use all year around including Christmas day, which comes in very handy when the family descend for their Christmas lunch.