I finished my A Levels and managed to get a position in a Financial Services firm providing endowment and life insurance illustrations and arranging policies for solicitors and their Clients across England and Wales, a service offered by the Law Society at that time. I then became a financial adviser for a building society before specialising in mortgages and joining a company providing mortgage advice to the other financial advisers and their Clients.
I then took a rather long break (8 years) from Financial Services to have a family.
The position at World Citizens came up just as was ready to take a step up so I took this as a ‘sign’ that working with Shannon and Phil was my destiny and persuaded them to take me on.
I'm a Financial Planner and I provide holistic advice to our clients. The role is quite varied and Shannon has been great in pushing my knowledge and stretching the work I undertake on her behalf. We are busy – boredom is something I have not encountered here and the variety, along with the people I am working with, means coming to work is not a chore.
Out of work I spend much of my time as a taxi service and cheerleader for my children. I also help at my daughters dancing school and enjoy travelling given the opportunity…as long as the facilities are right!