advice. Her husband had a career opportunity that brought them to the UK and she has continued to advise clients in the UK since then. Dale’s focus is on communication without the jargon, ensuring clients have a very clear understanding and feeling that they are well informed to make their financial decisions. Her financial expertise is widely based and she practises as a general consultant advising clients on all areas of their financial planning. She is a CFA charter holder, being a regular member of the CFA Institute and CFA UK society. Away from the office, Dale enjoys travelling and yoga.