I began my career in Financial Services in the mid 80’s for a major investment bank in London where I worked in the credit sales team and gained a valuable insight into the world of investments. My career has given me an understanding of a variety of different investment markets and cultures around the world. In 2009 I decided to move from the institutional sales to retail clients. I studied for my certificate in financial planning in 2009 and achieved competent adviser status in 2010. I have since achieved my diploma in financial planning and I am one of the few holders of the ISO 22222 Certification for personal financial planners. I first achieved this certification in June 2014.
I have lived in the UK for the past 30 years, but France, my home country, is always in my heart.
In 2013 I joined Concept Financial Planning as a Financial Planner, with a clear direction of looking after clients with the strong ethics of client care working within the British Standards BS8577. This enabled me to broaden my skills and knowledge and gain further experience.
I was invited to become a Director in 2015 and I am responsible for the investments within Concept.
I give clients certainty for their financial future by building financial plans to help them achieve their goals. We work as an advisory team that have the breadth and depth of skills and experience at Concept to provide clients with a holistic planning service that recognises the interplay between the different areas of financial planning.
I offer complete financial planning advice across all areas and my particular area of specialism is in investments and giving clients peace of mind and security through many of the options they face with a major focus on tax mitigation. My clients are varied, I work with professional individuals, small businesses, trustees and professional connections such as accountants and solicitors.
I am very passionate about delivering quality financial planning advice and I get great satisfaction from helping clients to achieve their financial goals and fulfil their dreams.
When I get some spare time, I can either be found in my garden or my kitchen. I have a passion for plants and creating compost! I love the challenge of developing my garden to a high standard that I am proud of. If you find me in the kitchen, I will normally be baking bread (but not your normal loaf), or making beautiful macaroons – all guests welcome!
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- Certificate in Financial Planning (CII)
- Diploma in Financial Planning (IFS)
- SPS – Statement of Professional Standing (IFS)
- RO8 – New Pension Rules (CII)
- ISO 22222 Certified