My Financial Services career started in 1987 as a ‘Clerk Typist’ with Scottish Provident. My career progressed there to Client Services Manager for the Cardiff Branch Office. As the major life companies were closing their Cardiff Offices, I moved into the world of Independent Financial Advice in 1996.
I have worked in Financial Adviser Practices in various roles, and for the last 15 years concentrated on Paraplanning which entails carrying out research and writing reports for the financial advisers to provide personal advice and recommendations to our clients.
I joined PDB Wealth Partners in March 2018 and provide paraplanning and administrative support to the Financial Advisers. I love interaction with our clients, and along with my colleagues providing excellent service to our clients.
Away from work I enjoy time with my family and friends. I love walking and can often be found walking my two cockerpoos along the coastal paths or in the countryside around us.