Position: Financial Adviser
Tel: 01784 437611
I joined the financial services industry in 1992 after graduating from Exeter University with a BA in Economics and Politics. After a stint at Scottish Widows, I joined Regency as an adviser in 1995.
In 2008 I took over as managing director and was awarded the status of Financial Planner in 2010.
I have established a strong and lasting relationships with my clients, which are built on trust. I enjoy explaining technical details and industry jargon in a relaxed and easy to understand manner.
I live in Virginia Water with my husband and our two sons who keep me on my toes. I enjoy swimming, theatre and when time permits exploring distant shores.