Meet the team

I joined Asset Management in November 2021 as an Administrator, and I really enjoy the variety my role offers. I work closely with both advisers and our Compliance Officer, supporting them with a wide range of administrative tasks related to pensions, investments, and life policies. Every day is different, which keeps things interesting and rewarding. 

Prior to this, I spent 28 years at Quilter, where I had the opportunity to grow and develop through several roles. I started in New Business, assisting clients with share sales and reinvestments, before becoming Manager of Life Money Out. I later moved into Quality Assurance within the Complaints team. These experiences gave me a strong foundation in the industry and taught me the importance of accuracy, integrity, and great service. 

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