Biography:

I joined Helm Godfrey in April 2009 and have worked in the Financial Services Industry for nearly 15 years. My role here is to provide paraplanning support to Bruce Wilson and Michelle Gibbs and to ensure the smooth running of client portfolios. I feel it is important for me to build strong relationships with clients and communicate with them on a regular basis. This ensures they are kept up to date with any changes and gives them the confidence to contact me anytime they have any questions.

I am a member of the Personal Finance Society and hold the Chartered Insurance Institute Certificate in Financial Planning, Certificate in Life and Pensions and Certificate in Mortgage Advice, Equity Release and Lifetime Mortgages. I am currently studying towards the Diploma level in Financial Planning and intend to continue to expand my knowledge.

Outside of work I attend the gym on a regular basis and enjoy taking part in regular charity runs, currently I am training for the London Marathon. I also love to travel and see new places and regularly escape from the city life and head up to Derbyshire which is where I am originally from.