North East Uncategorised News

Issue 111

What were your career ambitions growing up? I attended a traditional all-girls school in the 1980s, where a career in finance wasn’t even on my radar! I initially wanted to be a PE teacher until mine pointed out I could continue playing sports without having to teach them. After completing a Politics degree at Warwick University I started my career in advertising, spending 14 years in both London and Leeds working with agencies before deciding to switch industries. In April 2008, I retrained as a financial planner through the St. James’s Place Academy Programme and set up my own financial planning practice that September. After 17 years of building my business and qualifying as a Chartered Financial Planner, I merged my practice with my colleague Adrian Brook in October 2024. Tell us about your current role. I spend my days meeting clients who want to take control of their financial…