I have worked in financial services ever since I graduated university. I now have over 12 years industry experience and prior to joining the Wealth Matters team, I worked for four and a half years at Transact as a Client Services Manager in the city. I joined Wealth Matters in June 2016 as a trainee paraplanner and became Diploma qualified in early 2017 having started the Diploma my studies in 2016. I have also completed The STEP Certificate for Financial Services (Trusts and Estate Planning).

Having started my own family in June 2019 – first having had my little boy, and then my little girl in April 2021 – I took an extended maternity leave and returned to Wealth Matters in April 2022. I am now an experienced paraplanner and Wealth Matters accommodates me working flexibly to suit my family commitments – working three days a week with flexible hours. This enables me to still be there for the children and to not miss out on those special moments.

As a paraplanner, I mostly deal with preparing client reports as well as completing complex calculations. My favourite aspect of financial planning is probably cash flow modelling. I enjoy problem solving and helping clients achieve their financial goals when they may have before seemed out of reach.

Outside of work I love spending time with my family, going on nature walks, baking cakes (and eating them!) and anything crafty.