I am a Financial Planner - passionate about helping professionals and business owners feel confident and secure in their financial future.
I can help you make your money work as hard as you do! Are you a busy woman who knows they should be doing more with their finances, but find it is always at the end of your very long ‘to do’ list? My approach is to build a long-term relationship with my clients where open and honest conversations about money are easy to have. I both support and challenge my clients to achieve their financial goal
16/04/2026
had the pleasure of enjoying a lovely ladies lunch yesterday organised by the fabulous Lynne Henderson and The Britannia pub in Ashley Cross
We had some great conversations focused on sharing a recent success and how we could support each other to extend or replicate that success, all whilst enjoying a delicious meal!
It was great to share lunch with you Katrina Hales, Dunford, Robinson, Fraser, Skeels!
03/03/2026
A very interesting Week Watch article given the events of the weekend. I particularly like Joe Wiggin's point "it is much easier to be disciplined when markets are going up. Yet it is precisely in the current environment of stress and uncertainty that investors need to be at their most disciplined"
Take a read of the full article here:
WeekWatch - 02/03/2026 WeekWatch - 02/03/2026
27/02/2026
Muddy boots at lunchtime then glad rags this evening to collect an award for long term care exam - celebrating with Pam Farmer!
27/02/2026
Fab walk with this lovely lot today!
24/02/2026
Have a read of this week's Week Watch looking at Trumps tariffs, illiquid Brewdog shares and the World Uncertainty Index....it's an interesting read:
WeekWatch - 23/02/2026 WeekWatch - 23/02/2026
Who is coming along to our next walk on Friday 27th Feb @ 12pm? We meet in Merley Community Centre car park BH21 1XE.
Come and join a group (10 signed up so far) who like to get out for a lunchtime walk, enjoy fresh air, meet new people and make connections!
Make sure to wear appropriate footwear as it does get muddy in places, especially at the moment!