Head of Advice & Chartered Financial Planner

I started my career in financial planning in 1998 and joined EQ Investors (EQ) in 2005. During my time in the industry, I’ve gained a wealth of experience and technical knowledge. I’m experienced in all aspects of financial planning and a specialist in pensions and retirement planning. I know the importance of giving clear financial planning advice and adapting to changes in circumstances, goals, legislation, and investment markets. Every client is unique, and it takes empathy, clear communication, and long-term commitment to build trust. I provide personal service and enjoy collaborating with clients to fully understand their values and financial goals and create a clear plan to achieve them. I hold the following qualifications and accreditation's: • Chartered Fellow (Financial Planning) of the Chartered Institute for Securities and Investment. • Chartered Financial Planner of the Personal Finance Society. • Fellow of the Association of Taxation Technicians. • UK Associate member of the Chartered Institute of Tax Taxation. I’ve worked in a range of organisations, from a ‘big four’ accountancy firm, to corporate advisory, and financial planning and wealth management. As my career has progressed, I much prefer working in a smaller business where it’s possible to adapt and change. I enjoy working at EQ. We have a strong financial planning team and are supported by excellent technical and administrative colleagues, all working together for the benefit of our clients. As Head of Advice, my role is split between advising a wide range of clients and supporting the financial planning business to deliver an excellent service. Outside of work, I live in South Croydon and I’m adapting to ‘empty nest’ syndrome now our daughter is studying at the University of Leeds. I’m a member of a local ladies walking group and enjoy being outdoors. I also love music of all shapes and forms; I sing with the Croydon Philharmonic choir and enjoy live music, I’ve volunteered for the Association of Taxation Technicians (ATT) for 20+ years. During this time, I’ve been a member of various steering groups, chair, charitable trustee, and honorary treasurer. I currently sit on the Financial Steering Group and represent ATT in technical pension discussions with HMRC and HM Treasury and I’m a member of HMRC’s Pensions Industry Stakeholder forum. I was editor of the Claritax Pensions Tax Guide from 2021 to 2025.

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