I started my career in the retail sector, before joining the Halifax, working on the mortgage intermediary desk for five years, gaining knowledge and qualifications in the financial industry.
I joined Belmayne in 2001 and deal with all aspects of administration, accounting, compliance and client management, whilst expanding my sector knowledge.
I have two children and take an active role in their school and sporting life. I spend most of my weekends supporting my son on the football side lines. I enjoy running and am part of the local ‘Dronfield Diamonds’ running group.
FP1 – Financial services and their regulation
FP2 – Protection, savings and investment products
FP3 – Identifying and satisfying client needs
CeMap – The financial services environment
CeMap – Mortgage practice, products and policy
CeMap – Giving advice