I derive a great deal of satisfaction from knowing that my clients can retire successfully. I enjoy helping them to understand the importance of saving for retirement. I love dealing with clients, and hold that honesty is the basis of a trust relationship.
My career began at Sage Life in 1995, until Momentum took over the company in 2005. In 2009, I joined an independent broker, and there learned more about how important retirement was. When he retired, his company merged with Warwick Wealth. I started at Chartered Wealth in 2015.
I have been married for 25 years and have two boys. My main priority is spending time with my husband and sons; we enjoy going away at the weekend where the men can go fishing and I can relax. We enjoy the outdoors and diving.