26 Lowther Street, Carlisle, CA3 8DA
Want to know more about the people giving you advice? We’ve interviewed our advisers to enable you to get to know them better and will be releasing one a week over the coming months.
I am a satellite financial planner based in the Ribble Valley covering areas such as Blackburn, Bolton, Preston, and Manchester. I provide holistic financial planning across all areas including mortgages, financial protection, pensions, investments.
I have always worked in financial services. I started out in Manchester when I was just 16 working for the Cooperative Group. As my career developed, I became an adviser and have been giving advice in North Lancashire for 15 years. I enjoy meeting new people, building relationships and helping clients create the financial future they want. I simplify what people perceive to be complicated providing them with peace of mind that they have appropriate planning in place.
That financial fear is real, people often put their head in the sand and don't know where to start. Many clients say I should have sorted this years ago, it was loads easier than I expected.
Confident, pro-active, positive
My children would probably say strict, loving and fun.
A phone to keep in contact with my children and art materials to draw and paint.
The ability to move time. As a single parent always rushing around it would be good to extend the day to get everything done.
I am your friendly financial planner here to listen to your needs and objectives for the future and help you put an appropriate plan in place. This will be based on your circumstances, risk profile, objectives, and budget. All my advice is tailored to you.
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