I work with successful people who need advice about managing their wealth. 

I help them build a personal financial strategy and invest their wealth, focusing on what is important to them.  I then keep in touch with my clients regularly, revisiting their strategy and providing ongoing support and advice to keep them on track.


My experience

I joined the financial planning profession in 1997 and provide advice about all aspects of wealth planning.  I have a Diploma in Financial Planning. 

How long I've been part of the team

I joined Cooper Parry in 2003.  I am responsible for our WealthPlanning™ proposition and lead the team of consultants and support in our Nottingham office.

My interests

I spend most of my time with my husband Matt, my son Toby, and my good friends whether that’s eating out, camping, walking or cooking and relaxing at home. When I have time to myself, (which isn’t often!) I like to read and make crafty things.