A Fellow of the PFS and full member of the Society of Trust & Estate Practitioners, based in our London office. Joined LIFT-Financial in January 2014.
My career started in stockbroking before moving into financial planning as a Paraplanner in 2007. Since joining LIFT in 2014, much of my work has centred around City professionals and retirees with a particular specialism in estate planning. I love helping people remove complexity so they can focus on what is meaningful to them when planning for the future. My job is to build an achievable plan that bridges where you are now to where you want to be. I feel my particular strengths are in communicating, in simple terms, how that bridge is navigated.
- A full member of the Society of Trust and Estate Practitioners
- Chartered Financial Planner
- Fellow of the PFS
- PFS Pension Transfer Gold Standard
- An affiliate member of the Society of Trust and Estate Practitioners
What gives you a LIFT?
The variety of client personalities and stories we deal with at LIFT, the office camaraderie and my black labrador Fizzgig fetching her favourite toy (a giant carrot) to initiate her favourite game of hide and seek!
M: 07525 991643