I was delighted to join Citadel having known the business through professional contacts and admired the customer first ethos of Matthew, Lorraine and Lauren.
I have a broad range of knowledge with 30 years experience in financial services across retail banking, pensions and investments, supporting both personal and corporate clients.
Everyone of us has slightly different journey’s, and I really enjoy spending time with people to understand their personal journey and life goals. My focus has always been around listening, understanding and providing great service, ensuring long and trusted partnerships to help people achieve their aspirations and protect what is important to them.
I am passionate about simplifying the complexity of financial services and increasing the education and engagement of all ages into thinking about their financial future to achieve great outcomes. As well as working with personal clients you will often find me supporting employers and their people, by running financial educational and wellbeing seminars.
Married with 2 adult children and 1 Airedale Terrier, I have a wealth of real life experiences. I believe this is often as important as formal knowledge in understanding the challenges and highlights life brings us, and the importance of planning and advice in securing financial futures for ourselves and our loved ones.
When away from work I enjoy the great outdoors and you will often find me on my mountain bike or on long walks with my dog Poppi.