Head of Private Clients
Certificate in Financial Planning
Diploma in Regulated Financial Planning (Level 4)
Advanced Qualifications in: Taxation and Trusts, Pension Transfers and Financial Planning Process.
I specialise in providing technical advice for High Net Worth clients, with a particular interest in income and retirement planning. Prior to joining Chetwood Wealth Management I worked as a Wealth Manager for SG Hambros Private Banking in London. I am responsible for our High Net Worth client service proposition and I am also a member of the Investment Committee.
My main interests are spending time with my family – my husband Chris, and our children Fabian and Marcia. Other interests include the theatre, baking and reading.