Get to know your coach…
Having worked in commercial and retail finance for over 30 years, I have developed specialisms in customer service, financial planning and budgeting.
I believe the key to being a good financial coach is having technical knowledge and more importantly the ability to listen and connect with what really matters to my clients. I aim to give good clear guidance without jargon, helping clients achieve their financial dreams and goals.
I love connecting with people, showing them how they can achieve what they want and giving them a new perspective towards money. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears.
In my spare time I enjoy walking, photography and spending time with my grandchildren. Being an avid runner I have ran several marathons raising a lot of money for charity. I enjoy the sense of achievement both of these activities bring.