What do you love about your job?
The people. Everyone I meet is so different, each with their own goals. Every plan we put together is individual to the client which keeps me on my toes and stops me from ever getting bored. I love seeing clients reach their goals, celebrating the final win and all the little wins in between.
What do you enjoy doing outside of work?
Spending time with family and friends. Food. Adventuring with my two dogs. More food. Visiting new places and experiences new things. Of course, even more food!
What did you want to do growing up?
Become a vet. Preferably in a zoo.
What's the best thing you've ever spent money on?
Paddle board. Great excuse to escape from all responsibility and float along the water, taking in your surroundings. If you want to see what's wrong with the world, read the news. If you want to appreciate how amazing it can be, get out on your paddle board!
What should you spend less money on?
My cars. I've always loved cars. After years of having unreliable cars and never leaving the house without my trusty hammer to get the starter motor running, I can finally appreciate driving again. Most clients like to meet face to face and I love nothing more than to get in my car, turn on some music and blast out a one woman concert. Luckily for my clients, my planning skills are far better than my singing ability.
Travel recommendation?
Costa Rica. What a country! Definitely one for the bucket list.
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Financial Wellbeing Solutions Ltd is an appointed representative of 2Plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.
Financial Wellbeing Solutions Ltd is entered on the FCA Register (www.fca.org.uk) under reference 994862.
Registered office: 7 St. Mary's Road, Kentford, Newmarket, United Kingdom, CB8 7FY.
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