Favourite thing about working in the Her Invest team?
I love the collaborative energy of the team. Everyone chips in to ensure the work gets over the line and clients are looked after. Clients really are at the epicentre of our business, if something is not right for them, it won’t be recommended. Simple. I am passionate about the fact that we are truly independent. Meaning the client gets the best product for their needs and goals. I firmly believe this sets us apart and gives clients ultimate peace of mind.
Secondly, I love that we are creating a safe space for women to receive financial advice. The more women we can encourage to talk about their finances, investing and planning for the future, the more likely we will start to see women actively taking financial advice as a normal part of their ‘routine’.
Previous Experience & Qualifications
5 years in the Wealth planning industry
Level 4 diploma in financial planning
STEP certificate for Financial services in trusts and estate planning
Working towards chartered status
What makes you happy?
Being in nature, exercising and reading fiction – I am particularly susceptible to fantasy or Greek mythology novels. Recently, I have loved creating my own art work to tap into my creative side outside of looking at numbers. I have a long-term goal that all of the art work will be entirely bespoke and self-made in my home. Like a little gallery of experiences and phases I can look back on.
