I joined the industry in 1996 working for Halifax Financial Services and held a number of senior advisory roles before accepting an invitation to join the St. James’s Place Partnership in 2010.
I feel that experience counts and my focus is on developing lifelong relationships with my clients, along with delivering the unsurpassed advice they deserve.
I also believe that our industry should be regarded as a profession and to this end, I have become one of only a select group of UK advisers to hold both the Chartered Financial Planner qualification along with the Fellowship of The Personal Finance Society.
Outside of work, I enjoy spending time with my family, walking our dog and supporting good causes within my community.
Having worked in the banking and financial services industry since 1986, my experience has enabled me to provide significant administration and technical support to our Practice.
I am very proud to be working alongside my husband and helping David to provide a first class, personal and professional service to our valued clients.
Outside of work, David and I really value quality time with our children. I am also a keen supporter of Greyhound Rescue.
I have over 30 years of banking and finance experience and started work in the industry with Midland Bank in 1979. After having my children I returned to work in 1987 as a part time cashier for the Halifax. I soon went full time and had several adviser roles before gaining promotion to branch manager and area mortgage manager. After retiring from the Halifax I joined GE Capital as a sales administrator for a short while before joining David's team.
It was during my time at the Halifax that I met David and it was great to work with him. I liked how he dealt with his clients so much that both my husband and I became his clients too! I was very happy when David asked me to join his team to work alongside Kay to provide key admin support and excellent service to all of his clients.
Outside of work both my husband and I now enjoy reduced working hours so that we can spend more quality time with the family. Living in the Peak District we enjoy being able to access great walks and joining in countryside activities.