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Based in Brierley-Hill
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Financial Services still remains a male dominated industry and I am proud to say that I am one of a very small number of women in the industry with Fellowship status. Having worked in the industry for 20 years, I feel that I have a wealth of experience in all different aspects of financial planning. Everyone has a different set of circumstances, and what may be right for one person, may not be suitable for another. Therefore, my job is to listen and understand what is important to people. This could be planning for a worry free retirement, ensuring a mortgage is cleared in the event of death, or saving for a child’s education. The world of finance can be daunting, complex and time consuming. I am to simplify matters for the people I work with, helping them to reach their financial goals. Prosperity Wealth are now one of the largest IFA firms in the West Midlands, who over time have built up good relationships with other professionals. Therefore, if I am not the person to help, I am sure I know “a man (or woman) that can!
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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