I am a professional, approachable, female Independent Financial Adviser. I have been in Financial Services for over 15 years. I am very passionate about looking after every single one of my clients, to the best of my ability. Whether it is for a little bit of advice, or a full application, I will always go the extra mile for all my clients.

As part of the 2 Plan Wealth network, you can be sure to have access to all the latest products available from the Whole of Market, for Investments, Pensions, Mortgage, Equity Release and Life Insurance.

I have excellent relationships with accountants, solicitors and estate agents meaning that you can also benefit from a network of trusted professionals.

In addition, it’s very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher levels of qualification than ever before. In addition to passing the new exams, we must also hold a current “Statement of Professional Standing” (SPS Certificate). This not only indicates that we have signed up to a code of ethics but also that we have completed at least 35 hours of professional training each year, to stay up to date with changes in the industry, taxation and regulation. My SPS Certificate provides positive re-assurance to my clients that not only am I authorised by our Regulator (The Financial Conduct Authority).