I often relax with a good inspirational book, one of my all-time favourites being “Think and Grow Rich” by Napoleon Hill. When not reading, you will find me in the gym focusing on my fitness. Health and fitness has always played an important part of my life and I find it’s a great way to unwind, de-stress and clear my head, ready for the next challenge.
I have always loved travelling and travelled quite a bit before I eventually settled down. My daughter and I go on holidays quite regularly and these are our little “escapes” from reality. On weekends we enjoy eating out and experiencing different cuisines, this can be quite a challenge in itself, as being lifelong vegetarians!
My Work History & Experience
I started work in Financial Services in 2004. Having taken some time out to have my daughter and run the family glass merchant business, I recently relocated back to Birmingham and back to Financial Services. I believe that time and energy should be regularly invested to keep processes streamlined and up to date. With this in mind, I recently completed and passed my Project Management PRINCE2 2017 Foundation Exam, which has given me the tools to be able to identify and implement positive change in my working environment.
My Time at Index Wealth Management
I am really looking forward to growing as an individual and a valuable team member of such an inspiring and innovative firm.
I am proud to be working with a company who share similar passions and values and who believe in going the extra mile for their clients.
What I Can Do For You
- Send you valuations
- Help you complete any paperwork
- Prepare for your review meeting with your adviser
- Monitor and review your portfolio
- Research your existing plans