I have been within the financial services industry for 38 years and have extensive experience and knowledge in investments, pensions, protection policies, mortgages, intergenerational wealth and estate planning and any others you can think of!
A native of Devon I have lived in the north of the county for most of my life and have been married to Laura for 34 years. We brought our family up here, 3 boys and a girl, all now adults and making their own way in the world. My daughter Amy works with me in the practice and is mum to our first grandchild Arthur who we adore.
In my spare time I like to follow sports especially Cricket and Rugby, I enjoy good food, great wine and decent ale and love to explore locally as well as travel overseas experiencing different cultures and foods!
My favorite part of what I do is meeting clients and finding solutions that fit their personal needs and I am fortunate to have a good Practice team with me to complete the boring bits!
I am Ian’s daughter and since finishing my foundation degree in Childhood Studies I have been working for him for several years as his PA. I am currently training to be a financial adviser and have passed my diploma in regulated financial services and am also mortgage qualified. I am able to process Investment, Pension, Mortgage and Protection business. I am Practice lead for the mortgage business we do and often join Ian on client visits with a view to being able to see clients myself and expand our client base.
I have always lived in beautiful North Devon and live locally with my husband and our cheeky monkey Arthur who was born in 2018. We enjoy taking trips to the beach and walks in the countryside near where we live.
My passions outside work are fitness, shopping, food and travel – the last two often with family and friends.
I joined the practice in March 2019 bringing with me extensive customer service and office management experience gained from working in a variety of industry sectors. My role within the practice is PA to Ian and helping the office to run correctly, all the things you don’t see behind the scenes!
I moved from Hertfordshire to Devon in 2016 for a better quality of life for my family and haven’t looked back, it’s one of the loveliest places to live and work.
I am a wife and mother to two teenage boys and I can often be found out walking with family or friends, cycling, eating cake, enjoying our local beaches in the sunshine or getting involved in our local community group events. I also love getting away to one of our two holiday rental villas in Spain and will eventually move over there to live. For now though I am enjoying organizing the Practice and helping us work smarter.