Professional life …
With over 20 years' experience in financial services, starting Yorkshire Financial Planning has been a great privilege for me, and I've loved every minute of the journey so far. I believe everyone should have the opportunity to put themselves in a better financial position, so providing education on how to do this is a fundamental part of what I do.
I love being able to offer holistic advice but my passion has always been all things Estate Planning and consider this to be my specialist subject. Creating plans that protect assets, reduce tax liabilities and make clear final wishes are all part of what I enjoy. I often think you don’t know what you don’t know! And if that’s the case how can you put yourself in a better financial position. Educating people is really key and I love the sense of achievement and pleasure in helping clients to plan for their future.
My career in Financial Services began in 2002 for Halifax Bank before moving on to Nationwide Building Society where I became qualified to give mortgage and protection advice. I transitioned to giving full financial advice to clients in 2007. Who would have thought that a degree in Hotel & Catering Management would have led to a career as a Financial Adviser! But, I like to think that I have now found my niche.
Working for a building society gave me strong foundations as a Financial Adviser. It was about doing the right thing every time. Being able to do the right thing in the right way is fundamental to how I work. Losing my mum at a young age gave me first-hand experience of why this is important as less than 12 months before losing her, my parents had been given financial advice that meant financially at least we had options and the opportunity of a future. I take my job incredibly seriously and understand the difference I can make by having the right conversations even if sometimes they are the really tough ones to have. My values and ethics led me to be nominated for ‘Employee of the Year’ and ‘Trusted Adviser’ National recognition on multiple occasions.
