I have worked in Financial Services for over 30 years and have gained a wealth of experience in that time working for both small and large organisations. Having worked with Henry previously, I joined Golden Oak Wealth Management in 2018 as a Paraplanner and have watched the company grow since then. My role now is overseeing the administration function within the office.
Qualifications held include the Financial Planning Certificate and the Certificate in Life and Pensions.
In my spare time I like reading, going for walks in the countryside, and visiting new places.