I am a Chartered Fellow of the CISI and a Chartered Wealth Manager and I have been looking after clients for over 30 years. I began my career at Charles Stanley and in 2016 I was one of the founding partners of Raymond James, Solent, a independent office with Raymond James in Hampshire. The successful growth of that business, and the supportive technology offered by Raymond James, meant that I could move the business closer to home, and so Raymond James Hart came into being in 2019. I am excited to be able to spend less time commuting and more time visiting and looking after my clients, many of whom have become more like friends.
What is important to me?
Integrity, trust, honesty and placing the client at the heart of every decision that we make. I share these guiding tenets with Raymond James which places a huge emphasis on the culture of the firm, this is why I believe that it is the right place for my clients.
In 2018 I was invited to sit on the Advisory Council to the newly launched Raymond James Women in Wealth Management Network which aims to attract, support and retain women in our very male dominated industry, something I feel very passionate about.
Spending time with my husband Clive and daughter Lottie, gardening, photography and music are all important in my life oh, and chocolate, that’s very important too!