I live just outside the village of Armitage with my Husband and our 14 month old son Noah. Both myself and my husband are keen downhill mountain bike riders and have spent many weekends riding the bike trails across the UK, mainly in Wales and our local trails in Cannock Chase. There is nothing that clears my head more than flying down the side of a mountain on my bike with the wind in my hair, my heart racing and of course taking in the breath-taking scenery as I go! We are looking forward to getting Noah his first bike when he is old enough and hope he will share our passion for riding too!
As both myself and my husband have a busy working life we always make the most of our weekends as a family and are regularly exploring new places. We also make sure we take Noah to visit family on a regular basis. We have two holidays planned this year, one in Yorkshire with my family and one in Anglesey with my husband’s family.
When I get a quiet minute, I enjoy reading. I love reading about successful business women and men and have just finished reading the inspiring book by Karren Brady, ‘Strong Women’.
My Work History & Experience
I started in the Financial Services industry in 2013 and find it very interesting. I can’t see myself anywhere else. I have a passion for customer service and any tasks I undertake or process I develop, I always have the client at the forefront of my mind. In my previous roles I have undertaken a wide variety of administrative tasks, fulfilled management duties, developed many existing and new processes and trained several members of staff. I have taken 3 exams with the CII towards my Diploma in Financial Planning and have started working towards the next exam.
My Time at Index Wealth Management
I have recently joined Index Wealth Management and look forward to being an integral part of the team. Its great to work for a company who have a team of focused, like minded people who have the same passion as me!
What I Can Do For You
- Research your existing plans
- Update your plan information for discussion at your review meetings
- Liaise with product providers on your behalf