My role
I manage a team within Lovewell Blake Financial Planning, and this team consists of administrators (providing support to advisers on both new business and client reviews) and Paraplanners (who look at the more technical aspects). I am based primarily in our Norwich office but do have occasional trips to our office in Great Yarmouth.
About me
I have worked in the financial services industry since I started full-time employment in 2000. Having previously worked for a large multi-national employer, I joined Lovewell Blake Financial Planning in 2014. As well as holding some financial services qualifications, I also have a keen interest in HR, being an associate member of the CIPD. I have lived in Oulton Broad all of my life, and when I have free time, I enjoy catching up with friends, dining out, and travelling to see live music performances.