I have over 31 years of experience in the Financial Services Industry and have been at Lovewell Blake Financial Planning for over half that time. I am currently based in our Norwich office but I regularly travel to our other offices across Norfolk and Suffolk to visit clients and colleagues.
I started as a senior administrator at LBFP, processing new business. When I returned from maternity leave I was tasked with setting up the Business Review Team, an opportunity I jumped at. For the last 5 years I have focused my career as the Compliance Supervisor, guiding the company through the complex changes of the Retail Distribution Review (RDR). I hold the financial planning certificate and was promoted to Manager in 2014.
I am married with two children who often keep me on my toes. Outside of the office I enjoy running, keeping fit and DIY.
What can I do for you?