Phone: 07500 929198
Educated to degree level, I qualified in Marketing from the University of Glamorgan in 2002. After my first Marketing role I moved on to become Marketing Manager at a recruitment company called Acorn. Whilst in this post I decided to take my qualification further and passed my Chartered Institute of Marketing exams in 2010. I then moved on to work for the British Medical Association for 8 years as Marketing Manager but felt it was time for a new challenge.
Having had my daughter Francesca it meant that I needed a little more flexibility to be around when needed. My father is an IFA at the Partnership and so I decided to follow in his footsteps and take my exams.
I am now an Associate Partner of this highly successful partnership, recommending protection products, providing retirement planning and investment advice. I can also advise on estate planning and tax strategies.
My family are everything, my daughter is one of the smallest surviving babies in South Wales, arriving at just 25 weeks and weighing 560g. We love going to the cinema as a family and spending time with our very much loved dog Millie.
I absolutely made the right choice in moving into Financial Advice. I love helping other families to implement plans to ensure their financial security.
The St David's Partnership
A2 Phoenix Business Park
If you have any queries or wish to make an appointment, please contact us:
tel: 01792 775225
fax: 01792 775235
Or use our contact form.