Having worked within financial services for some 15 plus years, during which time I have achieved the prestigious Chartered Financial Planner and Fellowship of the Chartered Insurance Institute standards, showing my commitment to my profession and our clients.
I am responsible for the overall strategy and direction of Consilium Wealth Management Ltd. I also work with companies and their Directors, supporting them in offering workplace solutions to their employees.
Out of work, my time is largely spent with my young daughter, which usually involves being at the stables or dancing - my daughter, not me!
I have worked in the financial services industry for some 20 years, the majority of which has been spent with high street banks, in both an advisory and management capacity, then joining a large St. James's Place Partner Practice in 2013.
Establishing Consilium Wealth Management Ltd has allowed me to focus on my strong belief that every client is unique; my overall responsibility is for the delivery of our client service proposition, our client service charter that we pride ourselves on and ensuring each client is treated as an individual with differing needs and goals. I enjoy building long-term relationships with my clients, both individuals and businesses, to help them achieve their objectives and aspirations, I offer advice on all aspects of financial planning, ensuring that a personalised and finely tuned plan is implemented.
In addition, I am responsible for all our staff development through training, mentoring and embedding our processes, to not only help our staff reach their full potential but to also ensure our client experience is of the highest standard.
I am kept busy outside of work with my two young daughters and enjoy spending my time away from the office with family and when I get the time, running and going to the gym, which doesn't happen as often as I would like!
My role at Consilium is to assist the Directors with ensuring all aspects of the business run smoothly so that we provide our clients with an excellent level of service, whilst being responsible for the smooth running of the office, looking after everything from team management, workflow to keeping the office well functioning. Having previously worked within St. James’s Place for several years, I understand the standards expected by our clients.
Outside of work I am a keen Formula 1 fan and outdoor runner.
I have worked within St. James's Place for over 13 years. I have a wealth of experience in all areas from back office administration through to the technical aspects of investment planning.
Our clients are at the heart of everything I do. I love meeting and speaking to our clients, being the first point of contact, whether answering the phone or welcoming them into our office. I am responsible for running a tight ship here at Consilium Wealth Management Ltd to ensure our office runs smoothly, whilst ensuring we provide our clients with an exceptional service.
As a St. James's Place Accredited Partner Paraplanner I prepare suitability reports in accordance with St. James's Place guidance and advice hub, whilst focusing on quality of documentation in order to achieve "right first time". My main focus is ensuring that our clients receive an outstanding level of service.
I am married to Alan and have one daughter. I enjoy travelling, walking, cooking and socialising.
I have worked in the financial services industry for 6 years, previously working for a large investment bank. After graduating university with a BA (Hons) degree in Financial Services, Planning and Management, I joined a local IFA practice, assisting the paraplanning team. During this time, I completed the Diploma in Regulated Financial Planning.
I have excellent attention to detail and accuracy, which ensures that all clients continue to receive the excellent levels of service that Consilium Wealth Management Ltd strives to achieve.
My current role in Consilium Wealth Management Ltd is to assist the Directors and prepare written recommendations, after undertaking the appropriate technical analysis.
Outside of work I enjoy spending time with friends and family, going to the gym and watching football.