Based in Bury, I provide Wealth Management advice to clients both within the City, and more widely throughout the Lancashire and Greater Manchester region.
I have worked in the Financial Advice industry for 10 years. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
Outside of my business, I am keen on having the right work-life balance. Having 3 children, I find it important that I organize my work life around my home life as my family is most important to me. Supporting local charities is also important to me as it helps give back to the community. I regularly support them through taking part in fundraising activities and events.