Hello

With over two decades of experience spanning the financial sector, including roles at Barclays Wealth Management and Barratt and Cooke, I bring a wealth of expertise as a Chartered Wealth Manager. As President of the CISI East Anglia Branch, I advocate for workplace financial well-being and lead initiatives to foster a culture of financial empowerment. My journey began as a Trust Administrator, leading to roles as an Associate Director and Private Client Stockbroker. Now, as a Wealth Strategist and Financial Wellbeing Coach, I'm committed to guiding individuals and businesses towards financial resilience and prosperity. With a background in trusts, estates, and legal executive roles, I offer a unique blend of financial acumen and holistic support to empower clients on their financial journey. Let's embark on this transformative path together!