Meet The Team
I have worked in the financial services sector for many years, and this is where my passion lies. Having been awarded the status of Chartered Financial Planner and Fellowship of the Personal Finance Society, you can be confident that you are getting the highest standards of advice. My extensive experience in providing financial services means I have the ability to tailor the advice and guidance I give you.
I personally specialise in pensions and retirement planning, including giving advice on defined benefit pension schemes, or final salary pension schemes. My goal is to help you make the right choices and to enjoy a long and prosperous relationship with you.
As the financial industry has influenced and shaped my growth, I have learned that no two clients are the same. Financial planning isn’t about money, it’s about people and family. I work closely with clients to help them achieve their personal financial goals. Our advice is always based on your financial and personal circumstances. It’s why our clients see us as straightforward, compassionate and trustworthy.
I’ve worked with Oliver for almost 10 years, starting off as an administrator and working my way up to Practice Manager. My personal goal is to inject the same energy into our clients’ goals as I do into my own.
Therefore, I’m involved with all areas of the business, such as the general day-to-day running of the office, marketing, business processing, client liaison and supporting Oliver. Together, we put his inspirational and ambitious ideas for pushing the company forward into practice. As a team, we maintain a continual strive to be the absolute best we can be for our clients.
Delivering exceptional customer service is of paramount importance to me, and indeed, to us all at BCM Wealth Management. We pride ourselves on the long-term relationships that we have established with our clients; they remain at the heart of what BCM Wealth Management is all about.
I have wanted to work in financial services since I was 14. Throughout secondary school, I loved maths and wanted to base my future career around my love of numbers and finding solutions. In sixth form, I studied mathematics, economics and psychology, to build my knowledge.
By chance, I met Simone. We talked about what I was doing and what I wanted to do. She listened to me and she understood that I wanted to go into finance. Simone and BCM are helping me to become an administrator. I now want to work my way up and develop my knowledge and understanding in financial services.
For the past few years, I have been working in the hospitality sector while also being in education. I’m now looking forward to focusing on work and travel, as that’s always been a big dream of mine.
When not working, I enjoy the cinema, shopping and going out for meals.